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
$250M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.38M
3
+$1.05M
4
DJTWW
Trump Media & Technology Group Warrants
DJTWW
+$849K
5
BITF
Bitfarms
BITF
+$784K

Top Sells

1
+$6.52M
2
+$4.64M
3
+$3.77M
4
ABBV icon
AbbVie
ABBV
+$1.64M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$675K

Sector Composition

1 Technology 28.22%
2 Industrials 13.2%
3 Financials 12.43%
4 Healthcare 11.64%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.09%
1,190
77
$208K 0.08%
800
-100
78
$206K 0.08%
1,581
79
$202K 0.08%
822
80
$176K 0.07%
13,600
81
– –
-10,575
82
– –
-26,680
1 2 3
4