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Michael McCaffery

@Permanens Capital L.p.

Latest period2024 - Q3ReportedManaged Assets$492.297MTotal holdings53
Assets growth rate-49.74%Assets growth rate (2-Q avg)-14.68%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Permanens Capital L.p.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Permanens Capital L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 492.297M in assets, with a quarterly growth rate of -49.74% and a 2-quarter average growth rate of -14.68%. The portfolio is managed by Michael McCaffery, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTVVanguard Index Fds
Recent Activity
Decreased -67.72%
25.88%
$127.378M
729,668 shares@ $174.58 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -48.17%
16.29%
$80.161M
208,790 shares@ $383.94 avg price
EMXCIshares Inc
Recent Activity
Decreased -54.29%
9.61%
$47.307M
774,125 shares@ $61.12 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
8.96%
$44.095M
246,118 shares@ $179.17 avg price
IAUIshares Gold Tr
Recent Activity
Increased 44.21%
8.64%
$42.506M
855,260 shares@ $49.7 avg price
HEZUIshares Tr
Recent Activity
Decreased -59.33%
3.67%
$18.024M
490,303 shares@ $36.76 avg price
HEDJWisdomtree Tr
Recent Activity
Decreased -62.38%
3.29%
$16.186M
360,485 shares@ $44.91 avg price
DXJWisdomtree Tr
Recent Activity
Decreased -80.42%
3.11%
$15.307M
144,407 shares@ $106.0 avg price
EWJIshares Inc
Recent Activity
Decreased -86.22%
2.44%
$11.966M
167,268 shares@ $71.55 avg price
CCJCameco Corp
Recent Activity
Decreased -19.11%
1.66%
$8.15M
170,646 shares@ $47.77 avg price