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PCA
Permit Capital Advisors Portfolio holdings
AUM
$260M
This Fund
S&P 500
This Quarter
Est. Return
-3.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
–
Cap. Flow
+$296M
Cap. Flow
% of AUM
113.69%
Top 10 Holdings %
Top 10 Hldgs %
51.56%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$25M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
+$22.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$17.7M |
| 5 |
Tortoise North American Pipeline ETF
TPYP
|
+$17M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
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Permit Capital Advisors's Q1 2022 Portfolio in Review
Q1 2022 is the first quarter with a 13F filing on record for Permit Capital Advisors, which disclosed 114 positions worth $260M. Its ten largest holdings account for 52% of the portfolio.
Its largest position is iShares Core MSCI Total International Stock ETF: 369,286 shares worth $2.64M.
- Permit Capital Advisors's largest Q1 2022 buy was iShares Core MSCI Total International Stock ETF: 369,286 shares worth $2.64M.
- Permit Capital Advisors's ten largest holdings make up 52% of its $260M portfolio in Q1 2022.
- Permit Capital Advisors disclosed 114 positions in Q1 2022, its first 13F filing on record.
Based on Permit Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.