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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
+7.2%
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
$199M
AUM Growth
-$2.56M
Cap. Flow
-$14.3M
Cap. Flow %
-7.18%
Top 10 Hldgs %
44.18%
Holding
785
New
65
Increased
112
Reduced
143
Closed
180

Sector Composition

Rank Sector Weight
1 Healthcare 6.67%
2 Technology 6.42%
3 Consumer Staples 6.3%
4 Financials 3.96%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFS
601
DELISTED
Discover Financial Services
DFS
-40
Closed -$4K
DIA icon
602
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
-1
Closed
DJUN icon
603
FT Vest US Equity Deep Buffer ETF June
DJUN
$348M
-4,086
Closed -$127K
DOYU
604
DouYu International Holdings
DOYU
$139M
-10
Closed
DRIP icon
605
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$98.4M
-1
Closed
DSEP icon
606
FT Vest US Equity Deep Buffer ETF September
DSEP
$351M
$0 ﹤0.01%
10
DVN icon
607
Devon Energy
DVN
$52.1B
-10
Closed -$1K
EMHY icon
608
iShares JPMorgan EM High Yield Bond ETF
EMHY
$620M
-50
Closed -$2K
EMXC icon
609
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
-50
Closed -$2K
EPRF icon
610
Innovator S&P Investment Grade Preferred ETF
EPRF
$68.8M
-1,550
Closed -$29K
ETO
611
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$506M
-1,500
Closed -$30K
EVTC icon
612
Evertec
EVTC
$1.88B
-152
Closed -$5K
EWY icon
613
iShares MSCI South Korea ETF
EWY
$21.9B
-20
Closed -$1K
EXLS icon
614
EXL Service
EXLS
$5.14B
-790
Closed -$23K
EXPD icon
615
Expeditors International
EXPD
$22B
-262
Closed -$23K
FCG icon
616
First Trust Natural Gas ETF
FCG
$647M
-175
Closed -$4K
FCT
617
First Trust Senior Floating Rate Income Fund II
FCT
$251M
-1,000
Closed -$10K
FLUX icon
618
Flux Power
FLUX
$11.2M
-9,800
Closed -$25K
FRO icon
619
Frontline
FRO
$8.76B
-100
Closed -$1K
FTSL icon
620
First Trust Senior Loan Fund ETF
FTSL
$2.32B
-50
Closed -$2K
GDX icon
621
VanEck Gold Miners ETF
GDX
$22.7B
-150
Closed -$4K
GGG icon
622
Graco
GGG
$12.9B
-143
Closed -$9K
GGN
623
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$770M
-3,877
Closed -$13K
GNRC icon
624
Generac Holdings
GNRC
$11.6B
-100
Closed -$18K
GWW icon
625
W.W. Grainger
GWW
$65.3B
-47
Closed -$23K

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AlphaMark Advisors's Q4 2022 Portfolio in Review

As of Q4 2022, AlphaMark Advisors held 785 positions worth $199M, down 1.3% from $202M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

AlphaMark Advisors withdrew a net $14.3M in Q4 2022, closing 180 positions and reducing 143 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $9.96M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 6.7% of assets, up from 5.6% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, AlphaMark Advisors opened a new position in Edwards Lifesciences worth $1.96M.

  • AlphaMark Advisors's largest Q4 2022 buy was Edwards Lifesciences: 26,218 shares worth $1.96M.
  • AlphaMark Advisors added most to AlphaMark Actively Managed Small Cap ETF in Q4 2022, an estimated $2.38M increase.
  • AlphaMark Advisors's biggest Q4 2022 reduction was State Street Consumer Discretionary Select Sector SPDR ETF, cutting an estimated $1.1M.
  • AlphaMark Advisors fully exited State Street SPDR S&P 500 ETF Trust in Q4 2022, selling an estimated $9.96M.
  • AlphaMark Advisors's ten largest holdings make up 44% of its $199M portfolio in Q4 2022.
  • AlphaMark Advisors opened 65 new positions and closed 180 in Q4 2022.
  • AlphaMark Advisors's portfolio value fell 1.3% quarter-over-quarter to $199M.

Based on AlphaMark Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.