Permit Capital Advisors 13F annual report
Permit Capital Advisors is an investment fund managing more than $260 million ran by Kimberly Crowley. There are currently 114 companies in Mrs. Crowley’s portfolio. The largest investments include Schwab Us Large Cap Value Etf and Vanguard S&p 500 Etf, together worth $45.1 million.
$260 million Assets Under Management (AUM)
As of 9th May 2022, Permit Capital Advisors’s top holding is 317,375 shares of Schwab Us Large Cap Value Etf currently worth over $22.9 million and making up 8.8% of the portfolio value.
In addition, the fund holds 54,242 shares of Vanguard S&p 500 Etf worth $22.2 million.
The third-largest holding is Spdr S&p 500 Etf worth $17.9 million and the next is Vanguard Small Cap Value Etf worth $13.3 million, with 74,546 shares owned.
Currently, Permit Capital Advisors's portfolio is worth at least $260 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Permit Capital Advisors
The Permit Capital Advisors office and employees reside in West Conshohocken, Pennsylvania. According to the last 13-F report filed with the SEC, Kimberly Crowley serves as the COO & CCO at Permit Capital Advisors.
Recent trades
In the most recent 13F filing, Permit Capital Advisors revealed that it had opened a new position in Schwab Us Large Cap Value Etf and bought 317,375 shares worth $22.9 million.
One of the smallest hedge funds
The two most similar investment funds to Permit Capital Advisors are Tmd Wealth Management and Mclean Asset Management Corp. They manage $260 million and $260 million respectively.
Kimberly Crowley investment strategy
Permit Capital Advisors’s portfolio is diversified across 2 sectors.
Currently, their heaviest sector is Miscellaneous — making up 3.2% of
the total portfolio value.
The fund focuses on investments in the Unknown as
100.0% of the portfolio companies
are based in the Unknown.
The majority of the companies in the fund’s portfolio are small-cap stocks.
Stocks with a size of more than $100 million in market cap make up
8% of the total holdings value.
On the other hand, large-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $0.
The complete list of Permit Capital Advisors trades based on 13F SEC filings
These positions were updated on May 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Schwab Us Large Cap Value Etf |
Opened
317,375
|
$22,946,000 | 8.83% |
| Vanguard S&p 500 Etf |
Opened
54,242
|
$22,169,000 | 8.53% |
| Spdr S&p 500 Etf |
Opened
2,461,861
|
$17,908,000 | 6.89% |
| Vanguard Small Cap Value Etf |
Opened
74,546
|
$13,287,000 | 5.11% |
| Ishares Core S&p 500 Etf |
Opened
27,441
|
$12,254,000 | 4.71% |
| Schwab Us Large Cap Growth Etf |
Opened
146,604
|
$10,380,000 | 3.99% |
| Ishares Russell 2000 Value |
Opened
943,512
|
$9,360,000 | 3.60% |
| Pimco Enhanced Short Maturity Etf |
Opened
593,974
|
$9,322,000 | 3.59% |
| Ishares Russell 1000 Value Etf |
Opened
785,339
|
$8,386,000 | 3.23% |
| Ishares Core Msci Emerging Mkts |
Opened
148,941
|
$8,028,000 | 3.09% |
| Ishares Core Msci Eafe |
Opened
111,819
|
$7,644,000 | 2.94% |
| Schwab Fundamental U.s. Large Company Index Etf |
Opened
113,147
|
$6,709,000 | 2.58% |
| Vanguard Tax-exempt Bond Etf |
Opened
1,580,771
|
$6,397,000 | 2.46% |
| Tortoise North American Pipeline Fund |
Opened
696,476
|
$5,403,000 | 2.08% |
| Vanguard Esg International Stock Etf |
Opened
94,500
|
$5,281,000 | 2.03% |
| Vanguard Value Etf |
Opened
33,031
|
$4,981,000 | 1.92% |
| Adasina Social Justice All Cap Global ETF |
Opened
295,000
|
$4,882,000 | 1.88% |
| Utilities Select Sector Spdr |
Opened
59,975
|
$4,605,000 | 1.77% |
| Vanguard Reit Index Etf |
Opened
37,176
|
$4,182,000 | 1.61% |
| Ishares S&p Small-cap Fund |
Opened
36,012
|
$3,873,000 | 1.49% |
| Vanguard Ftse All World Ex-us Etf |
Opened
30,262
|
$3,701,000 | 1.42% |
| Powershares Ftse Rafi Us 1000 |
Opened
20,417
|
$3,527,000 | 1.36% |
| Ishares S&p Midcap Fund |
Opened
11,855
|
$3,193,000 | 1.23% |
| Ishares Gold Trust Etf |
Opened
81,699
|
$3,041,000 | 1.17% |
| Global X Mlp & Energy Infrastructure Etf |
Opened
67,056
|
$3,007,000 | 1.16% |
| Ishares Msci Acwi Ex Us Index Fund |
Opened
58,345
|
$2,987,000 | 1.15% |
| Pimco Enhanced Short Maturity Active Esg Exchange-traded Fund |
Opened
29,170
|
$2,887,000 | 1.11% |
| Jpmorgan Ultra-short Municipal Income Etf |
Opened
54,268
|
$2,739,000 | 1.05% |
| iShares Core MSCI Total International Stock ETF |
Opened
369,286
|
$2,638,000 | 1.01% |
| Vanguard Ftse Developed Markets Etf |
Opened
49,927
|
$2,365,000 | 0.91% |
| Vanguard Dividend Appreciation Index Fund |
Opened
14,049
|
$2,297,000 | 0.88% |
| Ishares Russell 1000 Growth Etf |
Opened
8,389
|
$2,220,000 | 0.85% |
| Financial Select Sector Spdr Fund |
Opened
51,014
|
$1,932,000 | 0.74% |
| Ishares Russell 2000 Etf |
Opened
9,448
|
$1,912,000 | 0.74% |
| Schwab U.s. Reit Etf |
Opened
73,492
|
$1,909,000 | 0.73% |
| Schwab U.s. Mid-cap Etf |
Opened
24,791
|
$1,886,000 | 0.73% |
| Schwab International Equity Etf |
Opened
52,125
|
$1,885,000 | 0.73% |
| Ishares Tr Russell 1000 Index Etf |
Opened
7,107
|
$1,749,000 | 0.67% |
| Schwab U.s. Large-cap Etf |
Opened
32,922
|
$1,743,000 | 0.67% |
| Spdr Portfolio Developed World Ex-us Etf |
Opened
50,957
|
$1,718,000 | 0.66% |
| Ishares Amt-free Muni Bond Etf |
Opened
14,350
|
$1,539,000 | 0.59% |
| S & P Mid Cap 400 Dep Rcpts Mid Cap |
Opened
3,060
|
$1,507,000 | 0.58% |
| Vanguard Russell 1000 Etf |
Opened
7,311
|
$1,488,000 | 0.57% |
| Ishares Russell 2000 Growth Index |
Opened
5,334
|
$1,322,000 | 0.51% |
| Vanguard Ftse Emerging Markets Etf |
Opened
22,914
|
$1,025,000 | 0.39% |
| Vanguard Long-term Bond Index Fund |
Opened
11,870
|
$1,004,000 | 0.39% |
| Ishares Tr Russell Midcap Index Fd |
Opened
11,480
|
$898,000 | 0.35% |
| Ishares U.s. Transportation Etf |
Opened
3,462
|
$874,000 | 0.34% |
| Vanguard Small Cap Etf |
Opened
3,880
|
$823,000 | 0.32% |
| Schwab Emerging Markets Equity Etf |
Opened
25,580
|
$690,000 | 0.27% |
| Ishares Tips Bond Etf |
Opened
5,610
|
$681,000 | 0.26% |
| Vanguard Short-term Bond Index Fund |
Opened
8,173
|
$631,000 | 0.24% |
| Spdr Portfolio S&p 500 Growth Etf |
Opened
9,231
|
$581,000 | 0.22% |
| Spdr Gold Etf |
Opened
3,089
|
$564,000 | 0.22% |
| Vanguard Total Bond Market Index Fund |
Opened
7,028
|
$540,000 | 0.21% |
| Schwab Us Aggregate Bond Etf |
Opened
10,891
|
$532,000 | 0.20% |
| Vanguard Small Cap Growth Etf |
Opened
2,058
|
$497,000 | 0.19% |
| AdvisorShares Hotel ETF |
Opened
17,460
|
$472,000 | 0.18% |
| Ishares Msci Eafe Etf |
Opened
6,412
|
$464,000 | 0.18% |
| Ishares Msci Eafe Value Etf |
Opened
8,500
|
$427,000 | 0.16% |
| Spdr Bloomberg Investment Grade Floating Rate Etf |
Opened
13,812
|
$421,000 | 0.16% |
| Vanguard Total Stock Market Index Fund |
Opened
1,875
|
$420,000 | 0.16% |
| Schwab U.s. Small-cap Etf |
Opened
8,317
|
$391,000 | 0.15% |
| Vanguard European |
Opened
6,074
|
$377,000 | 0.15% |
| Ishares Short-term National Muni Bond Etf |
Opened
2,974
|
$308,000 | 0.12% |
| Spdr Dow Jones Reit Etf |
Opened
2,460
|
$299,000 | 0.12% |
| Vanguard Pacific Stock |
Opened
4,035
|
$289,000 | 0.11% |
| Consumer Discretionary Sel Sector Spdr Fd |
Opened
1,575
|
$286,000 | 0.11% |
| Vanguard Total International Stock Etf |
Opened
4,037
|
$237,000 | 0.09% |
| Spdr Nuveen Bloomberg Short Term Municipal Bond Etf |
Opened
4,745
|
$222,000 | 0.09% |
| Vanguard High Dividend Yield Etf |
Opened
1,574
|
$180,000 | 0.07% |
| Spdr Ser Tr S&p Divid Etf |
Opened
1,311
|
$173,000 | 0.07% |
| Vanguard S&p Mid-cap 400 Etf |
Opened
854
|
$156,000 | 0.06% |
| Jpmorgan Ultra-short Income Etf |
Opened
2,765
|
$139,000 | 0.05% |
| Schwab Etfs- Us Broad Market Etf |
Opened
2,591
|
$136,000 | 0.05% |
| Vanguard Global Ex-u.s. Real Estate Index |
Opened
2,521
|
$128,000 | 0.05% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
Opened
2,418
|
$124,000 | 0.05% |
| Ishares Cohen & Steers Reit Etf |
Opened
1,627
|
$121,000 | 0.05% |
| Schwab Us Dividend Equity Etf |
Opened
1,485
|
$119,000 | 0.05% |
| Vanguard International Dividend Appreciation Etf |
Opened
1,331
|
$104,000 | 0.04% |
| Spdr Portfolio Short Term Corporate Bond Etf |
Opened
3,357
|
$101,000 | 0.04% |
| Vanguard Short-term Inflation-protected Securities Etf |
Opened
2,000
|
$101,000 | 0.04% |
| Vanguard Short-term Corporate Bond Index Fund |
Opened
1,272
|
$98,000 | 0.04% |
| iShares Short Treasury Bond ETF |
Opened
883
|
$97,000 | 0.04% |
| iShares 1-3 Year Treasury Bond ETF |
Opened
1,149
|
$95,000 | 0.04% |
| Vaneck Russia Etf |
Opened
15,590
|
$88,000 | 0.03% |
| Spdr Bloomberg International Treasury Bond Etf |
Opened
3,100
|
$78,000 | 0.03% |
| iShares 3-7 Year Treasury Bond ETF |
Opened
645
|
$77,000 | 0.03% |
| Vanguard Intermediate-term Corporate Bond Etf |
Opened
919
|
$76,000 | 0.03% |
| iShares 7-10 Year Treasury Bond ETF |
Opened
724
|
$75,000 | 0.03% |
| Ishares S&p 500 Value Etf |
Opened
418
|
$66,000 | 0.03% |
| Ishares Iboxx High Yield Corporate Bond Etf |
Opened
785
|
$63,000 | 0.02% |
| Abrdn Physical Gold Shares Etf |
Opened
2,890
|
$54,000 | 0.02% |
| Vanguard International High Dividend Yield Etf |
Opened
800
|
$54,000 | 0.02% |
| Ishares Msci Emerging Markets Etf |
Opened
1,069
|
$47,000 | 0.02% |
| Alerian Mlp Etf |
Opened
37,685
|
$38,000 | 0.01% |
| Vanguard Russell 1000 Value Etf |
Opened
480
|
$35,000 | 0.01% |
| Flexshares Stoxx Global Broad Infrastructure Index Fund |
Opened
545
|
$32,000 | 0.01% |
| First Trust Global Tactical Commodity Strategy Fund |
Opened
1,000
|
$30,000 | 0.01% |
| Vanguard Ftse All-world Ex-us |
Opened
440
|
$25,000 | 0.01% |
| Spdr S&p 600 Small Cap Value Etf |
Opened
245
|
$21,000 | 0.01% |
| Technology Select Sector Spdr |
Opened
132
|
$20,000 | 0.01% |
| Hartford Multifactor Developed Markets (ex-us) Etf |
Opened
535
|
$16,000 | 0.01% |
| Ishares Tr Msci Acwiindex Fd |
Opened
148
|
$15,000 | 0.01% |
| Spdr High Yield Bond Etf |
Opened
149
|
$15,000 | 0.01% |
| Blackrock Short Maturity Bond Etf |
Opened
313
|
$15,000 | 0.01% |
| Ishares Msci Usa Min Vol Factor Etf |
Opened
159
|
$12,000 | 0.00% |
| Spdr S&p 600 Small Cap Growth Etf |
Opened
134
|
$11,000 | 0.00% |
| Vanguard Growth Etf |
Opened
26
|
$7,000 | 0.00% |
| Wisdomtree International High Dividend Fund |
Opened
130
|
$5,000 | 0.00% |
| Spdr S&p International Small Cap Etf |
Opened
76
|
$3,000 | 0.00% |
| Schwab Fundamental U.s. Small Company Index Etf |
Opened
30
|
$2,000 | 0.00% |
| iShares MSCI China ETF |
Opened
2
|
$0 | 0.00% |
| Invesco Solar Etf |
Opened
5
|
$0 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 114 holdings | |||
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