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PC
Permanens Capital Portfolio holdings
AUM
$776M
1-Year Est. Return
30.08%
This Fund
S&P 500
This Quarter
Est. Return
+1.62%
1 Year Est. Return
+30.08%
3 Year Est. Return
+74.66%
5 Year Est. Return
+81.3%
10 Year Est. Return
+251.74%
AUM
$776M
AUM Growth
+$9.49M
(+1.2%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
1.38%
Top 10 Holdings %
Top 10 Hldgs %
74.79%
Holding
99
New
19
Increased
25
Reduced
27
Closed
11
Top Buys
| 1 |
iShares Gold Trust
IAU
|
+$70M |
| 2 |
SECU
iShares Securitized Income Active ETF
SECU
|
+$41.2M |
| 3 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$31M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$29.6M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$28.8M |
Top Sells
| 1 |
iShares Silver Trust
SLV
|
+$58M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$42.4M |
| 3 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$36.3M |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
+$26.7M |
| 5 |
Vanguard Growth ETF
VUG
|
+$21.8M |
Sector Composition
| 1 | Financials | 4.85% |
| 2 | Energy | 4.24% |
| 3 | Technology | 2.65% |
| 4 | Consumer Discretionary | 2.08% |
| 5 | Consumer Staples | 1.47% |
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