SAM

Selway Asset Management Portfolio holdings

AUM $242M
1-Year Est. Return 7.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$6.22M
2 +$3.72M
3 +$960K
4
CWH icon
Camping World
CWH
+$815K
5
PMF
PIMCO Municipal Income Fund
PMF
+$759K

Top Sells

1 +$2.61M
2 +$1.25M
3 +$1.23M
4
WFC icon
Wells Fargo
WFC
+$523K
5
JOE icon
St. Joe Company
JOE
+$505K

Sector Composition

1 Technology 32.39%
2 Healthcare 14.19%
3 Financials 13.34%
4 Industrials 9.86%
5 Consumer Discretionary 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-200