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
$475M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$29.4M
2
+$13.1M
3
+$11.6M
4
APD icon
Air Products & Chemicals
APD
+$5.18M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$5.1M

Top Sells

1
+$14.2M
2
+$3.38M
3
+$2.38M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.89M
5
AMZN icon
Amazon
AMZN
+$262K

Sector Composition

1 Technology 5.72%
2 Healthcare 4.19%
3 Financials 4.16%
4 Consumer Discretionary 3.66%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
100
127
$0 ﹤0.01%
1
128
– –
-1,760
129
– –
-5,200
130
– –
-1,601
131
$0 ﹤0.01%
4
132
– –
-500
133
– –
-359,311
2 3 4 5
6