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Permit Capital Portfolio holdings

AUM $294M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M

Top Sells

1
+$2.42M
2
+$1.07M

Sector Composition

1 Real Estate 35.02%
2 Technology 17.99%
3 Consumer Discretionary 12.81%
4 Communication Services 12.79%
5 Industrials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 35.02%
577,922
2
$32.5M 10.19%
2,850,000
3
$17.7M 5.56%
83,000
4
$14.4M 4.51%
41,672
-8,917
5
$12M 3.76%
100,000
-13,050
6
$11.6M 3.63%
310,000
7
$11.4M 3.59%
47,000
8
$11M 3.45%
15,000
9
$10.5M 3.28%
155,600
10
$10.3M 3.23%
292,000
11
$9.68M 3.04%
341,350
12
$9.46M 2.97%
125,500
13
$9.23M 2.89%
325,000
14
$8.72M 2.73%
130,000
15
$8.04M 2.52%
105,263
16
$7.86M 2.46%
208,850
17
$7.77M 2.44%
81,000
18
$5.96M 1.87%
219,000
19
$4.88M 1.53%
361,790
+211,790
20
$4.23M 1.33%
37,683