PCM

Permanent Capital Management Portfolio holdings

AUM $535M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$62.9M
2
+$62M
3
+$27.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$26M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.22%
2 Financials 1.39%
3 Communication Services 1.09%
4 Consumer Discretionary 0.8%
5 Healthcare 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.08%
+1,440
52
$267K 0.08%
+1,190
53
$261K 0.08%
+646
54
$259K 0.08%
+2,903
55
$254K 0.08%
+511
56
$247K 0.08%
+145
57
$238K 0.07%
+508
58
$233K 0.07%
+1,310
59
$231K 0.07%
+1,396
60
$230K 0.07%
+1,293
61
$217K 0.07%
+1,335
62
$209K 0.06%
+2,258
63
$170K 0.05%
+13,500
64
$155K 0.05%
+15,770
65
$154K 0.05%
+15,274
66
$154K 0.05%
+13,209
67
$153K 0.05%
+13,591
68
$152K 0.05%
+13,064
69
$152K 0.05%
+15,649
70
$151K 0.05%
+12,408
71
$146K 0.05%
+12,640
72
$93.8K 0.03%
+10,728
73
$91.6K 0.03%
+12,394
74
$90.3K 0.03%
+11,105
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