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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 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$28.8M
3
+$24M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.34M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$1.21M

Top Sells

1
+$35.8M
2
+$13.9M
3
+$12.5M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$7.05M
5
IAU icon
iShares Gold Trust
IAU
+$1.92M

Sector Composition

1 Financials 0.73%
2 Industrials 0.51%
3 Energy 0.43%
4 Consumer Discretionary 0.39%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
+100
102
$2K ﹤0.01%
50
103
$2K ﹤0.01%
85
104
$1K ﹤0.01%
8
-115
105
$1K ﹤0.01%
+120
106
$1K ﹤0.01%
+100
107
$1K ﹤0.01%
8
108
$1K ﹤0.01%
+6
109
$1K ﹤0.01%
58
-106
110
$1K ﹤0.01%
12
111
– –
-2,000
112
– –
-84
113
– –
-327
114
– –
-950
115
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-640
116
– –
-6,768
117
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-21,000
118
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-398
119
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-110
120
– –
-12
121
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0
122
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-360
123
– –
-82,222
124
– –
-12
125
– –
-85
3 4
5
6 7