PC
Permanens Capital Portfolio holdings
AUM
$733M
This Quarter Return
+8.28%
1 Year Return
+16.44%
3 Year Return
+60.04%
5 Year Return
+100.08%
10 Year Return
+173.44%
AUM
$101M
AUM Growth
+$101M
(+4.5%)
Cap. Flow
+$1.39M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
17
New
–
Increased
2
Reduced
2
Closed
11
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$16.4M |
| 2 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$7.44M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$10.9M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$9.84M |
| 3 |
MLPI
UBS E-TRACS Alerian MLP Infrastructure ETN
MLPI
|
$923K |
| 4 |
Aon
AON
|
$190K |
| 5 |
Devon Energy
DVN
|
$92K |
Sector Composition
| 1 | Financials | 0.46% |
| 2 | Consumer Discretionary | 0% |
| 3 | Energy | 0% |
| 4 | Healthcare | 0% |
