YORKTOWN MANAGEMENT & RESEARCH CO INC
AMERICAN PENSION INVESTORS TRUST, LYNCHBURG, Virginia, 24501,
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 338 |
| New Positions | 69 |
| Increased Positions | 109 |
| Decreased Positions | 39 |
| Positions with Activity | 148 |
| Sold Out Positions | 23 |
| Total Mkt Value (in $ millions) |
555 |
Sector Weighting
| Basic Materials | 1.02% |
| Capital Goods | 0.69% |
| Conglomerates | 0.59% |
| Consumer Cyclical | 0.24% |
| Consumer/Non-Cyclical | 0.55% |
| Energy | 1.49% |
| Financial | 70.21% |
| Healthcare | 0.89% |
| Services | 19.68% |
| Technology | 1.21% |
| Transportation | 0.25% |
| Utilities | 0.29% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
148 Activity Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | BRC HGH YLD BD | 35,742 | 6,026 | 20.28 | 860,000 |
| ISHARES TR | HIGH YLD CORP | 34,079 | 9,355 | 37.84 | 357,000 |
| PIMCO ETF TR | 0-5 HIGH YIELD | 21,464 | 4,965 | 30.10 | 202,300 |
| ADVISORSHARES TR | PERITUS HG YLD | 20,343 | 3,827 | 23.18 | 388,000 |
| POWERSHARES ETF TR II | BUILD AMER ETF | 13,961 | 1,214 | 9.52 | 460,000 |
| SPDR SER TR | SHT TRM HGH YLD | 12,397 | 264 | 2.18 | 398,500 |
| POWERSHARES GLOBAL ETF TRUST | FDM HG YLD RAFI | 12,177 | 295 | 2.48 | 620,000 |
| ARLINGTON ASSET INVT CORP | CL A NEW | 9,853 | 1,710 | 21.00 | 340,000 |
| POWERSHARES GLOBAL ETF TRUST | SOVEREIGN DEBT | 9,792 | -2,159 | (18.07) | 322,000 |
| FIFTH STREET FINANCE CORP | COM | 9,457 | 4,892 | 107.14 | 870,000 |
| ELLINGTON FINANCIAL LLC | COM | 9,405 | 508 | 5.71 | 370,000 |
| ZAIS FINL CORP | COM | 8,462 | 8,462 | New | 425,000 |
| NORTHSTAR RLTY FIN CORP | COM | 8,173 | 1,627 | 24.85 | 854,000 |
| AG MTG INVT TR INC | COM | 7,952 | 846 | 11.91 | 310,000 |
| WESTERN ASSET MTG CAP CORP | COM | 7,144 | 985 | 16 | 348,000 |
| WHITEHORSE FIN INC | COM | 7,092 | -1,734 | (19.64) | 450,000 |
| FIDUS INVT CORP | COM | 6,268 | 374 | 6.35 | 335,000 |
| TCP CAP CORP | COM | 6,078 | 2,146 | 54.56 | 386,397 |
| SPIRIT RLTY CAP INC | COM | 5,833 | 5,833 | New | 257,400 |
| CHIMERA INVT CORP | COM | 5,793 | 5,793 | New | 1,750,000 |
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