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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
+4%
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
$1.09B
AUM Growth
+$118M
Cap. Flow
+$80.7M
Cap. Flow %
7.4%
Top 10 Hldgs %
81.9%
Holding
38
New
4
Increased
15
Reduced
10
Closed
5
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
$778B
$222M 20.39%
543,089
+14,969
+3% +$5.97M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$186B
$122M 11.19%
1,824,435
+191,555
+12% +$12.6M
BND icon
3
Vanguard Total Bond Market
BND
$157B
$119M 10.9%
1,609,400
+57,151
+4% +$4.18M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
$115M 10.55%
2,299,620
-34,615
-1% -$1.76M
IEMG icon
5
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$60.9M 5.58%
1,247,319
+67,621
+6% +$3.32M
NFRA icon
6
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.02B
$59.1M 5.42%
1,137,247
+72,982
+7% +$3.77M
IVV icon
7
iShares Core S&P 500 ETF
IVV
$876B
$57.3M 5.25%
139,307
+5,129
+4% +$2.06M
BNDX icon
8
Vanguard Total International Bond ETF
BNDX
$82B
$55.2M 5.06%
+1,127,963
New +$54.6M
IJR icon
9
iShares Core S&P Small-Cap ETF
IJR
$109B
$41.7M 3.82%
431,155
-101,711
-19% -$10.2M
BBRE icon
10
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.3B
$40.8M 3.74%
491,838
+65,583
+15% +$5.6M
CCOR icon
11
Core Alternative Capital
CCOR
$27.8M
$39.3M 3.61%
1,318,834
-508,174
-28% -$15.5M
VTIP icon
12
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$36.1M 3.32%
755,898
+309,865
+69% +$14.6M
CMDY icon
13
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$565M
$31.4M 2.88%
609,146
+232,113
+62% +$12.1M
QAI icon
14
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1B
$16.2M 1.48%
554,238
+502,022
+961% +$14.6M
GVI icon
15
iShares Intermediate Government/Credit Bond ETF
GVI
$3.72B
$15.8M 1.44%
150,743
+14,412
+11% +$1.49M
CALF icon
16
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.59B
$12.8M 1.17%
+335,463
New +$12.9M
COWZ icon
17
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
$12.3M 1.13%
+262,057
New +$12.5M
BSV icon
18
Vanguard Short-Term Bond ETF
BSV
$44.6B
$11.4M 1.04%
148,499
+16,382
+12% +$1.24M
PDBC icon
19
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.81B
$5.25M 0.48%
369,328
+4,465
+1% +$64.1K
VYM icon
20
Vanguard High Dividend Yield ETF
VYM
$81.1B
$4.43M 0.41%
42,004
-852
-2% -$91.6K
DON icon
21
WisdomTree US MidCap Dividend Fund
DON
$4.03B
$2.26M 0.21%
55,176
-723
-1% -$30.7K
SHM icon
22
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$1.81M 0.17%
38,081
+2,136
+6% +$101K
BKSY icon
23
BlackSky Technology
BKSY
$800M
$1.6M 0.15%
132,932
SPHY icon
24
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$1.34M 0.12%
58,439
-10,944
-16% -$249K
SPIB icon
25
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.19M 0.11%
36,527
+1,442
+4% +$46.5K

Similar funds

Alaska Permanent Capital Management's Q1 2023 Portfolio in Review

As of Q1 2023, Alaska Permanent Capital Management held 38 positions worth $1.09B, up 12% from $973M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Alaska Permanent Capital Management deployed $80.7M of net new capital in Q1 2023, opening 4 new positions and adding to 15 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 1,127,963 shares worth $55.2M.

By sector, the portfolio is most concentrated in Industrials at 0.15% of assets, down from 0.17% a quarter earlier.

On the sell side, the largest reduction was Core Alternative Capital, an estimated $15.5M trimmed.

  • Alaska Permanent Capital Management's largest Q1 2023 buy was Vanguard Total International Bond ETF: 1,127,963 shares worth $55.2M.
  • Alaska Permanent Capital Management added most to Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2023, an estimated $14.6M increase.
  • Alaska Permanent Capital Management's biggest Q1 2023 reduction was Core Alternative Capital, cutting an estimated $15.5M.
  • Alaska Permanent Capital Management fully exited iShares Core S&P Total US Stock Market ETF in Q1 2023, selling an estimated $19.4M.
  • Alaska Permanent Capital Management's ten largest holdings make up 82% of its $1.09B portfolio in Q1 2023.
  • Alaska Permanent Capital Management opened 4 new positions and closed 5 in Q1 2023.
  • Alaska Permanent Capital Management's portfolio value rose 12% quarter-over-quarter to $1.09B.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2023, filed 9 May 2023.