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APCM

Alaska Permanent Capital Management Portfolio holdings

AUM $1.43B
1-Year Est. Return 13.12%
This Fund
S&P 500
This Quarter Est. Return
-1.43%
1 Year Est. Return
+13.12%
3 Year Est. Return
+32.52%
5 Year Est. Return
+27.35%
10 Year Est. Return
+93.96%
AUM
$382M
AUM Growth
Cap. Flow
+$392M
Cap. Flow %
102.69%
Top 10 Hldgs %
91.66%
Holding
24
New
24
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$63.8M 16.73%
+397,851
New +$64.1M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$226B
$52M 13.62%
+1,460,150
New +$54.6M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
$40.3M 10.55%
+1,743,245
New +$40.5M
VNQ icon
4
Vanguard Real Estate ETF
VNQ
$39.9B
$36.9M 9.66%
+536,653
New +$39M
BND icon
5
Vanguard Total Bond Market
BND
$157B
$36.8M 9.66%
+455,531
New +$37.8M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$32.2M 8.43%
+829,361
New +$34.8M
IJR icon
7
iShares Core S&P Small-Cap ETF
IJR
$109B
$16.7M 4.39%
+370,710
New +$16.4M
OEF icon
8
iShares S&P 100 ETF
OEF
$19.8B
$16.7M 4.37%
+231,590
New +$16.8M
EFA icon
9
iShares MSCI EAFE ETF
EFA
$76.4B
$10.7M 2.8%
+186,190
New +$11.3M
TIP icon
10
iShares TIPS Bond ETF
TIP
$14.5B
$8.47M 2.22%
+75,655
New +$8.95M
BWX icon
11
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$6.18M 1.62%
+219,720
New +$6.41M
VV icon
12
Vanguard Large-Cap ETF
VV
$51.9B
$4.64M 1.21%
+63,149
New +$4.66M
UCI
13
DELISTED
E-TRACS UBS Bloomberg CMCI ETN
UCI
$4.42M 1.16%
+222,264
New +$4.6M
BCM
14
DELISTED
iPath Pure Beta Broad Commodity ETN
BCM
$2.51M 0.66%
+65,195
New +$2.64M
SCHB icon
15
Schwab US Broad Market ETF
SCHB
$42.8B
$1.94M 0.51%
+299,244
New +$1.94M
IGSB icon
16
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$788K 0.21%
+15,004
New +$791K
SCHZ icon
17
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$646K 0.17%
+25,580
New +$664K
SCHF icon
18
Schwab International Equity ETF
SCHF
$65.6B
$585K 0.15%
+42,922
New +$608K
EWC icon
19
iShares MSCI Canada ETF
EWC
$6.04B
$512K 0.13%
+19,590
New +$540K
IWM icon
20
iShares Russell 2000 ETF
IWM
$79.8B
$353K 0.09%
+3,640
New +$348K
VYM icon
21
Vanguard High Dividend Yield ETF
VYM
$81.1B
$327K 0.09%
+5,801
New +$328K
SCHH icon
22
Schwab US REIT ETF
SCHH
$11.7B
$233K 0.06%
+14,504
New +$244K
SCHE icon
23
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$226K 0.06%
+9,675
New +$241K

Similar funds

Alaska Permanent Capital Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Alaska Permanent Capital Management, which disclosed 24 positions worth $382M. Its ten largest holdings account for 92% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 397,851 shares worth $63.8M.

  • Alaska Permanent Capital Management's largest Q2 2013 buy was State Street SPDR S&P 500 ETF Trust: 397,851 shares worth $63.8M.
  • Alaska Permanent Capital Management's ten largest holdings make up 92% of its $382M portfolio in Q2 2013.
  • Alaska Permanent Capital Management disclosed 24 positions in Q2 2013, its first 13F filing on record.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.