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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
IAUIshares Gold Tr
Recent Activity
Increased 44.21%
8.64%
$42.506M
855,260 shares@ $49.7 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Increased 0.97%
1.33%
$6.529M
110,138 shares@ $59.29 avg price
EAGL2023 Etf Series Trust
Recent Activity
Increased 74.76%
1.15%
$5.645M
206,307 shares@ $27.37 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.03%
0.42%
$2.042M
3,548 shares@ $575.51 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 35.32%
0.14%
$640,048
7,717 shares@ $82.95 avg price