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AlphaMark Advisors Portfolio holdings

AUM $231M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
+9.46%
1 Year Est. Return
+19.98%
3 Year Est. Return
+26.38%
5 Year Est. Return
+72.27%
10 Year Est. Return
+180.76%
AUM
$160M
AUM Growth
+$2.05M
Cap. Flow
-$11.1M
Cap. Flow %
-6.91%
Top 10 Hldgs %
27.87%
Holding
332
New
17
Increased
34
Reduced
81
Closed
49

Top Sells

Rank Stock Value
1
JOY
Joy Global Inc
JOY
+$2.14M
2
PRGO icon
Perrigo
PRGO
+$531K
3
ICE icon
Intercontinental Exchange
ICE
+$505K
4
VTRS icon
Viatris
VTRS
+$489K
5
ANDV
Andeavor
ANDV
+$475K

Sector Composition

Rank Sector Weight
1 Technology 14.81%
2 Healthcare 12.32%
3 Consumer Discretionary 11.51%
4 Industrials 10.76%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PDM
301
Piedmont Realty Trust
PDM
$1.21B
-1,537
Closed -$27K
PH icon
302
Parker-Hannifin
PH
$123B
-308
Closed -$33K
PRLB icon
303
Protolabs
PRLB
$1.79B
-300
Closed -$23K
SPIP icon
304
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
-1,188
Closed -$33K
SSYS icon
305
Stratasys
SSYS
$679M
-100
Closed -$10K
SWKS icon
306
Skyworks Solutions
SWKS
$9.37B
-50
Closed -$1K
TNA icon
307
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.3B
-140
Closed -$4K
UNH icon
308
UnitedHealth
UNH
$376B
-120
Closed -$9K
USIG icon
309
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
-2,000
Closed -$107K
VIVO
310
DELISTED
Meridian Bioscience Inc
VIVO
-193
Closed -$5K
FLAT
311
DELISTED
iPath US Treasury Flattener ETN
FLAT
-500
Closed -$29K
IPF
312
DELISTED
SPDR S&P International Financial Sector
IPF
-285
Closed -$6K
TEUM
313
DELISTED
Pareteum Corporation
TEUM
0
BRCM
314
DELISTED
BROADCOM CORP CL-A
BRCM
-186
Closed -$5K
ACI
315
DELISTED
ARCH COAL, INC.
ACI
$0 ﹤0.01%
7
IBNK
316
DELISTED
INTEGRA BANK CORP
IBNK
-253
Closed
FNM
317
DELISTED
FANNIE MAE
FNM
-5,913
Closed -$8K
EPG
318
DELISTED
ENVIRONMENTAL POWER CORP NEW
EPG
-1,000
Closed
DAL
319
DELISTED
DELTA AIR LINES INC DEL
DAL
-24
Closed -$1K
IRC
320
DELISTED
INLAND REAL ESTATE CORP
IRC
-4,500
Closed -$46K
CEO
321
DELISTED
CNOOC Limited
CEO
-26
Closed -$5K
CY
322
DELISTED
Cypress Semiconductor
CY
-1,000
Closed -$9K
OIL
323
DELISTED
Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In
OIL
-225
Closed -$5K

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AlphaMark Advisors's Q4 2013 Portfolio in Review

As of Q4 2013, AlphaMark Advisors held 332 positions worth $160M, up 1.3% from $158M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

AlphaMark Advisors withdrew a net $11.1M in Q4 2013, closing 49 positions and reducing 81 holdings. Its most notable exit was iShares iBoxx $ Investment Grade Corporate Bond ETF, an estimated $180K position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Healthcare and Consumer Discretionary.

Against the trend, AlphaMark Advisors opened a new position in Delta Air Lines worth $2.07M.

  • AlphaMark Advisors's largest Q4 2013 buy was Delta Air Lines: 75,485 shares worth $2.07M.
  • AlphaMark Advisors added most to State Street SPDR S&P Dividend ETF in Q4 2013, an estimated $297K increase.
  • AlphaMark Advisors's biggest Q4 2013 reduction was Joy Global Inc, cutting an estimated $2.14M.
  • AlphaMark Advisors fully exited iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2013, selling an estimated $180K.
  • AlphaMark Advisors's ten largest holdings make up 28% of its $160M portfolio in Q4 2013.
  • AlphaMark Advisors opened 17 new positions and closed 49 in Q4 2013.
  • AlphaMark Advisors's portfolio value rose 1.3% quarter-over-quarter to $160M.

Based on AlphaMark Advisors's 13F filing for Q4 2013, filed 30 Jan 2014.