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AA

AlphaMark Advisors Portfolio holdings

AUM $231M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
+1.32%
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
$164M
AUM Growth
Cap. Flow
+$165M
Cap. Flow %
100.58%
Top 10 Hldgs %
27.21%
Holding
423
New
422
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
PG icon
Procter & Gamble
PG
+$6.49M
2
ANDV
Andeavor
ANDV
+$5.1M
3
AMGN icon
Amgen
AMGN
+$4.93M
4
ICE icon
Intercontinental Exchange
ICE
+$4.4M
5
VTRS icon
Viatris
VTRS
+$4.16M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 14.51%
2 Healthcare 11.75%
3 Consumer Discretionary 11.7%
4 Industrials 10.12%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GCO icon
51
Genesco
GCO
$425M
$715K 0.44%
+10,680
New +$687K
SGOL icon
52
abrdn Physical Gold Shares ETF
SGOL
$6.91B
$706K 0.43%
+58,150
New +$812K
ACTG icon
53
Acacia Research
ACTG
$428M
$700K 0.43%
+31,300
New +$787K
BDC icon
54
Belden
BDC
$4.83B
$699K 0.43%
+13,990
New +$710K
ATRO icon
55
Astronics
ATRO
$3.43B
$687K 0.42%
+45,954
New +$553K
ACIW icon
56
ACI Worldwide
ACIW
$5.83B
$674K 0.41%
+43,500
New +$660K
OVTI
57
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
$666K 0.41%
+35,700
New +$549K
EXLS icon
58
EXL Service
EXLS
$5.14B
$654K 0.4%
+110,650
New +$678K
HF
59
DELISTED
HFF Inc.
HF
$649K 0.4%
+38,887
New +$701K
SNTS
60
DELISTED
SANTARUS INC
SNTS
$646K 0.39%
+30,700
New +$617K
FAX
61
abrdn Asia-Pacific Income Fund
FAX
$599M
$639K 0.39%
+17,174
New +$738K
CACC icon
62
Credit Acceptance
CACC
$5.95B
$633K 0.39%
+6,025
New +$649K
RWO icon
63
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$632K 0.39%
+15,015
New +$678K
WPS
64
DELISTED
iShares International Developed Property ETF
WPS
$624K 0.38%
+17,725
New +$678K
AZZ icon
65
AZZ Inc
AZZ
$4.35B
$611K 0.37%
+15,856
New +$680K
EMB icon
66
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$590K 0.36%
+5,390
New +$630K
EGY icon
67
Vaalco Energy
EGY
$570M
$581K 0.35%
+101,500
New +$655K
AVD icon
68
American Vanguard Corp
AVD
$68.4M
$562K 0.34%
+23,970
New +$698K
SLV icon
69
iShares Silver Trust
SLV
$28B
$552K 0.34%
+29,080
New +$652K
IYR icon
70
iShares US Real Estate ETF
IYR
$4.66B
$538K 0.33%
+8,100
New +$572K
PHM icon
71
Pultegroup
PHM
$24.1B
$537K 0.33%
+28,300
New +$588K
CAT icon
72
Caterpillar
CAT
$375B
$519K 0.32%
+6,291
New +$535K
AGG icon
73
iShares Core US Aggregate Bond ETF
AGG
$137B
$482K 0.29%
+4,490
New +$493K
WELL icon
74
Welltower
WELL
$169B
$478K 0.29%
+7,125
New +$506K
DEM icon
75
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$400K 0.24%
+8,280
New +$444K

Similar funds

AlphaMark Advisors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for AlphaMark Advisors, which disclosed 423 positions worth $164M. Its ten largest holdings account for 27% of the portfolio.

Its largest position is Procter & Gamble: 82,686 shares worth $6.37M.

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

  • AlphaMark Advisors's largest Q2 2013 buy was Procter & Gamble: 82,686 shares worth $6.37M.
  • AlphaMark Advisors's ten largest holdings make up 27% of its $164M portfolio in Q2 2013.
  • AlphaMark Advisors disclosed 423 positions in Q2 2013, its first 13F filing on record.

Based on AlphaMark Advisors's 13F filing for Q2 2013, filed 13 Aug 2013.