YORKTOWN MANAGEMENT & RESEARCH CO INC Information

2303 YORKTOWN AVE, LYNCHBURG, Virginia, 24501, (800) 544-6060

Report Date: 03/31/2014

Position Statistics

Total Positions 487
New Positions 70
Increased Positions 92
Decreased Positions 53
Positions with Activity 145
Sold Out Positions 33
Total Mkt Value (in $ millions) 532

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.32%
Capital Goods 1.75%
Conglomerates 0.59%
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 1.74%
Energy 3.81%
Financial 55.23%
Healthcare 2.05%
Services 18.35%
Technology 4.73%
Transportation 0.6%
Utilities 0.54%

487 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MINDRAY MEDICAL INTL LTD SPON ADR -8,875 Sold Out 0
WILLIAMS COS INC DEL COM 320 -4,890 (93.86) 5,500
HORIZON TECHNOLOGY FIN CORP COM -4,098 Sold Out 0
SPDR SER TR SHT TRM HGH YLD 11,208 -1,903 (14.51) 364,600
ISHARES IBOXX HI YD ETF 10,298 -1,512 (12.8) 109,000
SAFEWAY INC COM NEW -1,496 Sold Out 0
FIVE OAKS INVT CORP COM 580 -305 (34.45) 51,786
HNI CORP COM -301 Sold Out 0
KIMBERLY CLARK CORP COM -282 Sold Out 0
VANGUARD INDEX FDS TOTAL STK MKT -275 Sold Out 0
OASIS PETE INC NEW COM -265 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -261 Sold Out 0
AMERICAN RLTY CAP PPTYS INC COM -253 Sold Out 0
G-III APPAREL GROUP LTD COM -252 Sold Out 0
APPLIED MICRO CIRCUITS CORP COM NEW -239 Sold Out 0
INTERACTIVE BROKERS GROUP INC COM -231 Sold Out 0
FLOWERS FOODS INC COM -226 Sold Out 0
ULTA SALON COSMETCS & FRAG INC COM -220 Sold Out 0
WOLVERINE WORLD WIDE INC COM -218 Sold Out 0
PRICESMART INC COM -217 Sold Out 0


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