PC

Permanens Capital Portfolio holdings

AUM $733M
1-Year Est. Return 16.44%
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.4M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$19.4M
2 +$7.39M
3 +$814K
4
IAU icon
iShares Gold Trust
IAU
+$574K

Top Sells

1 +$11.9M
2 +$11.6M
3 +$10.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$864K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.4M 21.99%
+324,152
2
$17.3M 19.61%
175,211
-117,463
3
$16.9M 19.11%
254,675
-179,241
4
$12.3M 13.95%
249,701
-208,284
5
$7.39M 8.36%
+165,703
6
$5.46M 6.18%
56,300
7
$5.23M 5.91%
107,700
8
$2.92M 3.31%
14,945
-4,415
9
$814K 0.92%
+7,170
10
$574K 0.65%
+22,300