PC

Permanens Capital Portfolio holdings

AUM $767M
1-Year Est. Return 28.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$733M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$20.8M
2 +$4.55M
3 +$4.46M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$2.84M
5
PHYS icon
Sprott Physical Gold
PHYS
+$1.69M

Sector Composition

1 Financials 3.85%
2 Energy 2.35%
3 Consumer Discretionary 2.14%
4 Technology 2.14%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,581