SAM

Selway Asset Management Portfolio holdings

AUM $242M
1-Year Est. Return 7.68%
This Quarter Est. Return
1 Year Est. Return
+7.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$2.24M
3
+$2.05M
4
AVGO icon
Broadcom
AVGO
+$1.92M
5
AAP icon
Advance Auto Parts
AAP
+$1.27M

Top Sells

1
+$4.57M
2
+$2.5M
3
+$1.83M
4
SLRC icon
SLR Investment Corp
SLRC
+$1.43M
5
DKS icon
Dick's Sporting Goods
DKS
+$1.4M

Sector Composition

1 Technology 18.31%
2 Healthcare 15.81%
3 Industrials 11.22%
4 Consumer Discretionary 9.23%
5 Financials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-33,125
77
– –
-39,320
78
– –
-35,200
1 2 3
4