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
$208M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.64M
3
+$3.37M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$2.76M
5
PII icon
Polaris
PII
+$1.29M

Top Sells

1
+$3.57M
2
+$3.22M
3
+$510K
4
IBM icon
IBM
IBM
+$500K
5
ET icon
Energy Transfer Partners
ET
+$428K

Sector Composition

1 Technology 32.15%
2 Industrials 13.8%
3 Healthcare 11.95%
4 Financials 10.91%
5 Consumer Discretionary 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,550
77
– –
-5,433
78
– –
-1,353
79
– –
-3,800
1 2 3
4