PCPP

Porter & Co. Funds$26.91+0.06 (+0.21%)
AUM $26.0MER 0.75%NAV $26.78Holdings 32

Price Chart

Key Statistics

Previous Close

$26.85

Day Range

$26.80$26.99

52-Week Range

$24.74$27.79

Avg Volume

35.4K

Dividend Yield

Expense Ratio

0.75%

AUM

$26.0M

Shares Outstanding

Sector Breakdown

SectorWeight %
Financial Services45.59%
Basic Materials11.83%
Industrials11.15%
Consumer Defensive10.80%
Healthcare7.24%
Technology6.50%
Consumer Cyclical4.12%
Energy1.73%
Communication Services1.04%

Country Allocation

CountryWeight %
United States58.13%
Other22.27%
Canada6.72%
Bermuda5.13%
Switzerland5.03%
Netherlands1.20%
Taiwan (Province of China)0.96%
China0.56%

Fund Information

Inception Date
Jun 5, 2026
Description
PCPP tracks a rules-based multi-asset index that allocates equally across property and casualty insurance companies, capital-efficient equities, hard assets, and short-term fixed income investments. The index assigns a target weight of 25% to each segment and is rebalanced annually. Exposure to Bitcoin and precious metals is obtained through a Cayman subsidiary, while the remaining assets are generally invested in US Treasuries, inflation-protected securities, money market instruments, cash equivalents, and other short-term investments. The portfolio is typically composed of approximately 32 companies and follows predetermined allocations rather than a market-capitalization approach. The fund primarily replicates the holdings and weightings of the underlying index and may use derivatives to manage portfolio exposures.

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The ETF Opportunities Trust - Porter & Company Permanent Portfolio Index ETF (PCPP) is an exchange-traded fund issued by Porter & Co. Funds that launched on Jun 5, 2026. It currently manages $26.0M in assets under management. The fund charges an expense ratio of 0.75%. The fund holds 32 securities in its portfolio. It falls under the Financial Services category.

Top 10 holdings represent 70.7% of the fund

RankSymbolNameWeight %SharesMarket Value
1PORTER PERM PORT IDX CYM19.78%178,980$5.1M
2TLDRTHE LADDERED T-BILL ETF7.54%78,289$2.0M
3IGSBISHARES 1-5Y INV GRADE CORP7.42%37,345$1.9M
4FNVFRANCO-NEVADA CORP6.72%6,693$1.7M
5SHYISHARES 1-3 YEAR TREASURY BO6.08%19,400$1.6M
6KNSLKINSALE CAPITAL GROUP INC5.28%3,783$1.4M
7SKWDSKYWARD SPECIALTY INSURANCE GROUP INC SKWD5.17%23,862$1.3M
8AXSAXIS CAPITAL HOLDINGS LTD5.13%13,483$1.3M
9WRBW.R. Berkley Corporation4.13%15,326$1.1M
10CBCHUBB LIMITED3.42%2,619$887K
11KOCOCA-COLA CO/THE2.53%7,469$656K
12CASH AND CASH EQUIVALENTS2.48%644,918$645K
13NVRNVR INC2.27%97$591K
14HSYHERSHEY CO/THE2.15%3,201$558K
15MKLMARKEL GROUP INC COMMON STOCK2.00%291$518K

Detailed Returns

PeriodReturnETF
1D
+0.21%
1W
-1.54%
1M
+1.93%
3M
+3.32%
6M
+7.98%
YTD
+7.98%
1Y
+7.98%
3Y
+7.98%
5Y
+7.98%

Moving Averages

20-Day MA

$27.08

Below 20-Day MA
50-Day MA

$26.56

Above 50-Day MA
200-Day MA

$26.26

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.79

Current Price

$26.91

52-Week Low

$24.74

$24.74$27.79

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricPCPPFinancial Services(845 ETFs)
Fund Info
Expense Ratio0.75%0.64%
AUM$26.0M$3.31B
Dividend Yield4.74%
Avg Volume35.4K728.2K
Holdings32261
Performance
1-Month Return-0.85%
6-Month Return+3.84%
YTD Return+8.72%
1-Year Return+7.81%

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