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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
-9.21%
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
$276M
AUM Growth
-$77.5M
Cap. Flow
-$14.9M
Cap. Flow %
-5.41%
Top 10 Hldgs %
92.75%
Holding
24
New
2
Increased
8
Reduced
9
Closed
5
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJH icon
1
iShares Core S&P Mid-Cap ETF
IJH
$123B
$44.8M 16.22%
1,639,465
-175,445
-10% -$5.1M
IWM icon
2
iShares Russell 2000 ETF
IWM
$80.9B
$44.7M 16.18%
846,036
+842,396
+23,143% +$99.9M
IEMG icon
3
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$40.8M 14.78%
+540,204
New +$23.1M
BWX icon
4
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
$33.5M 12.13%
817,488
+808,624
+9,123% +$21M
BCM
5
DELISTED
iPath Pure Beta Broad Commodity ETN
BCM
$22.7M 8.24%
638,168
+576,468
+934% +$16M
VTIP icon
6
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$19.1M 6.93%
179,420
-61,125
-25% -$2.96M
IJR icon
7
iShares Core S&P Small-Cap ETF
IJR
$109B
$16.5M 5.98%
828,050
+474,826
+134% +$26.9M
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$186B
$12M 4.34%
+362,285
New +$20.5M
SHM icon
9
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$11.3M 4.08%
116,476
+57,356
+97% +$2.79M
UCI
10
DELISTED
E-TRACS UBS Bloomberg CMCI ETN
UCI
$10.7M 3.87%
186,190
-169,452
-48% -$2.37M
BNDX icon
11
Vanguard Total International Bond ETF
BNDX
$82B
$6.22M 2.25%
117,546
-1,425
-1% -$75.2K
EWC icon
12
iShares MSCI Canada ETF
EWC
$6.04B
$5.91M 2.14%
437,887
+421,497
+2,572% +$10.4M
VNQ icon
13
Vanguard Real Estate ETF
VNQ
$39.9B
$3M 1.09%
123,127
-387,880
-76% -$29.8M
TIP icon
14
iShares TIPS Bond ETF
TIP
$14.5B
$1.65M 0.6%
61,700
+50,381
+445% +$5.62M
EFA icon
15
iShares MSCI EAFE ETF
EFA
$76.4B
$1.23M 0.44%
11,069
-175,121
-94% -$10.8M
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.09M 0.4%
9,960
-1,492,737
-99% -$57.3M
MUB icon
17
iShares National Muni Bond ETF
MUB
$45.1B
$376K 0.14%
16,390
+3,475
+27% +$378K
BND icon
18
Vanguard Total Bond Market
BND
$157B
$304K 0.11%
2,790
-425,850
-99% -$34.7M
VWO icon
19
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$230K 0.08%
4,432
-685,120
-99% -$24.9M
AGG icon
20
iShares Core US Aggregate Bond ETF
AGG
$138B
-1,715
Closed -$186K
SPY icon
21
State Street SPDR S&P 500 ETF Trust
SPY
$778B
-354,747
Closed -$73M
VCSH icon
22
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
-1,740
Closed -$138K
VEU icon
23
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
-1,050
Closed -$50K
VTI icon
24
Vanguard Total Stock Market ETF
VTI
$654B
-1,420
Closed -$151K

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Alaska Permanent Capital Management's Q3 2015 Portfolio in Review

As of Q3 2015, Alaska Permanent Capital Management held 24 positions worth $276M, down 22% from $354M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Alaska Permanent Capital Management withdrew a net $14.9M in Q3 2015, closing 5 positions and reducing 9 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $73M position sold in full.

Against the trend, Alaska Permanent Capital Management opened a new position in iShares Core MSCI Emerging Markets ETF worth $40.8M.

  • Alaska Permanent Capital Management's largest Q3 2015 buy was iShares Core MSCI Emerging Markets ETF: 540,204 shares worth $40.8M.
  • Alaska Permanent Capital Management added most to iShares Russell 2000 ETF in Q3 2015, an estimated $99.9M increase.
  • Alaska Permanent Capital Management's biggest Q3 2015 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $57.3M.
  • Alaska Permanent Capital Management fully exited State Street SPDR S&P 500 ETF Trust in Q3 2015, selling an estimated $73M.
  • Alaska Permanent Capital Management's ten largest holdings make up 93% of its $276M portfolio in Q3 2015.
  • Alaska Permanent Capital Management opened 2 new positions and closed 5 in Q3 2015.
  • Alaska Permanent Capital Management's portfolio value fell 22% quarter-over-quarter to $276M.

Based on Alaska Permanent Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.