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Permit Capital Advisors, LLC

13F
Permit Capital Advisors, LLC
Last update 2022-05-19 113 Stocks (0 new)
Value $260.00 Mil Turnover 0 %
Countries:
Top Holdings: SCHV(8.84%)VOO(8.54%)SPY(6.90%)VBR(5.12%)IVV(4.72%)
Summary Stock Picks Current Portfolio
Permit Capital Advisors, LLC Top Holdings of 2022-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHV
Schwab U.S. Large-Cap Value ETF
317,375
22,946.0
0%
8.840
0%
0.220
+11.19%
+9.80%
12,967.2
 
VOO
Vanguard S&P 500 ETF
54,242
22,169.0
0%
8.540
0%
0.010
+16.55%
+9.05%
664,641.4
 
SPY
S&P 500 ETF TRUST ETF
2,461,861
17,908.0
0%
6.900
0%
0.270
+16.45%
+8.95%
654,934.0
 
VBR
Vanguard Small Cap Value ETF
74,546
13,287.0
0%
5.120
0%
0.050
+13.43%
+3.54%
28,945.3
 
IVV
iShares Core S&P 500 ETF
27,441
12,254.0
0%
4.720
0%
0.000
+16.55%
+9.07%
643,005.2
 
SCHG
Schwab U.S. Large-Cap Growth ETF
146,604
10,380.0
0%
4.000
0%
0.070
+20.69%
+7.98%
45,872.5
 
IWN
iShares Russell 2000 Value ETF
943,512
9,360.0
0%
3.610
0%
1.130
+15.29%
+2.11%
11,102.9
 
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
593,974
9,322.0
0%
3.590
0%
0.480
+1.32%
+2.60%
13,400.0
 
IWD
iShares Russell 1000 Value ETF
785,339
8,386.0
0%
3.230
0%
0.230
+10.47%
+8.35%
62,948.7
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
148,941
8,028.0
0%
3.090
0%
0.010
+15.83%
+19.67%
100,263.7
 

Permit Capital Advisors, LLC's Historical Top Holdings Breakdowns

Permit Capital Advisors, LLC Total Holding History ($B)

To

Permit Capital Advisors, LLC's Asset Allocation

To

Permit Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Permit Capital Advisors, LLC's Hypothetical Growth since 2022-03-31

Permit Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Permit Capital Advisors, LLC's Holdings Heat Map

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Permit Capital Advisors, LLC's Holdings Bubble Chart

Permit Capital Advisors, LLC News

  • 1

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