PC
Permanens Capital Portfolio holdings
AUM
$733M
This Quarter Return
+2.13%
1 Year Return
+16.44%
3 Year Return
+60.04%
5 Year Return
+100.08%
10 Year Return
+173.44%
AUM
$264M
AUM Growth
+$264M
(+4.9%)
Cap. Flow
+$7.71M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
99.8%
Holding
25
New
2
Increased
4
Reduced
6
Closed
13
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$19.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$13.4M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$2.59M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.51M |
| 5 |
iShares Gold Trust
IAU
|
$464K |
Top Sells
| 1 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$12.2M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$11.9M |
| 3 |
Align Technology
ALGN
|
$1.81M |
| 4 |
abrdn Physical Palladium Shares ETF
PALL
|
$792K |
| 5 |
CSX Corp
CSX
|
$458K |
Sector Composition
| 1 | Real Estate | 0.11% |
| 2 | Consumer Staples | 0% |
| 3 | Financials | 0% |
| 4 | Consumer Discretionary | 0% |
| 5 | Industrials | 0% |
