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PCM

Permanent Capital Management Portfolio holdings

AUM $643M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$50.9M
3
+$11.9M
4
KMB icon
Kimberly-Clark
KMB
+$1.65M
5
NOW icon
ServiceNow
NOW
+$991K

Top Sells

1
+$20.9M
2
+$3.69M
3
+$3.39M
4
ACTG icon
Acacia Research
ACTG
+$1.58M
5
COF icon
Capital One
COF
+$1.43M

Sector Composition

1 Technology 6.84%
2 Consumer Discretionary 3.01%
3 Financials 2.92%
4 Industrials 2.02%
5 Communication Services 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$985B
$163M 25.34%
246,616
+1,097
VT icon
2
Vanguard Total World Stock ETF
VT
$75.8B
$97.3M 15.13%
643,393
+629,048
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$138B
$64.2M 9.98%
647,425
+508,843
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$233B
$46M 7.15%
668,654
+808
VGIT icon
5
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$35.3M 5.49%
595,838
+5,358
MSFT icon
6
Microsoft
MSFT
$2.82T
$29.6M 4.61%
72,667
+478
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$91.1B
$22.9M 3.56%
112,478
-105,613
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$17.2M 2.68%
292,320
-117
USFR icon
9
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
$13.8M 2.15%
274,856
-73,278
ACWI icon
10
iShares MSCI ACWI ETF
ACWI
$32.7B
$8.31M 1.29%
54,862
AUR icon
11
Aurora
AUR
$12.3B
$7.88M 1.23%
1,340,223
VTI icon
12
Vanguard Total Stock Market ETF
VTI
$656B
$7.67M 1.19%
21,645
-2,082
SPTL icon
13
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.4B
$7.33M 1.14%
281,994
+2,796
CAT icon
14
Caterpillar
CAT
$454B
$5.01M 0.78%
5,617
+31
NVDA icon
15
NVIDIA
NVDA
$5.1T
$4.6M 0.71%
23,034
+245
AMZN icon
16
Amazon
AMZN
$2.63T
$4.42M 0.69%
16,672
+2,730
IWF icon
17
iShares Russell 1000 Growth ETF
IWF
$127B
$4.18M 0.65%
140,316
+105,268
VB icon
18
Vanguard Small-Cap ETF
VB
$79.6B
$3.95M 0.61%
13,892
-12,531
AAPL icon
19
Apple
AAPL
$4.38T
$3.93M 0.61%
14,471
+391
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$4.49T
$3.9M 0.61%
10,148
+217
GLD icon
21
SPDR Gold Trust
GLD
$137B
$3.46M 0.54%
8,157
-1,646
SPY icon
22
State Street SPDR S&P 500 ETF Trust
SPY
$788B
$3.01M 0.47%
4,185
UBS icon
23
UBS Group
UBS
$167B
$2.83M 0.44%
64,477
-2,993
BNY
24
Bank of New York Mellon
BNY
$98.6B
$2.81M 0.44%
20,794
+21
KMB icon
25
Kimberly-Clark
KMB
$34B
$2.39M 0.37%
24,280
+16,093
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