Algorithmic Investment Models, LLC - Portfolio overview

Algorithmic Investment Models, LLC has 61 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Real Estate.

Largest reported holdings by portfolio allocation

1. SPAB - SPDR SERIES TRUST, 9.90%
2. VEA - VANGUARD TAX-MANAGED FDS, 5.37%
3. XLE - SELECT SECTOR SPDR TR, 4.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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