PC

Permanens Capital Portfolio holdings

AUM $671M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
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
+$25.6M
2
+$23.4M
3
+$20.9M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.07M
5
HEZU icon
iShares Currency Hedged MSCI Eurozone ETF
HEZU
+$974K

Top Sells

1
+$29.4M
2
+$12.2M
3
+$10.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.07M
5
IAU icon
iShares Gold Trust
IAU
+$1.91M

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
151
– –
-76
152
– –
-87
153
– –
-247,000
3 4 5 6
7