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
$171M
AUM Growth
-$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$490K
3
+$484K
4
CI icon
Cigna
CI
+$387K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$204K

Top Sells

1
+$3.14M
2
+$1.2M
3
+$704K
4
IBM icon
IBM
IBM
+$315K
5
XOM icon
Exxon Mobil
XOM
+$277K

Sector Composition

1 Technology 29.57%
2 Healthcare 16.31%
3 Financials 11.02%
4 Industrials 10.82%
5 Energy 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15K 0.01%
+379
127
$15K 0.01%
+563
128
$14K 0.01%
+167
129
$13K 0.01%
+92
130
$13K 0.01%
+110
131
$12K 0.01%
+1,000
132
$12K 0.01%
+1,000
133
$12K 0.01%
+100
134
$11K 0.01%
+50
135
$11K 0.01%
+75
136
$10K 0.01%
+1,000
137
$10K 0.01%
+621
138
$9K 0.01%
+300
139
$9K 0.01%
+949
140
$9K 0.01%
+100
141
$8K ﹤0.01%
+130
142
$7K ﹤0.01%
+100
143
$7K ﹤0.01%
+600
144
$7K ﹤0.01%
+650
145
$7K ﹤0.01%
+2,500
146
$6K ﹤0.01%
+200
147
$6K ﹤0.01%
+100
148
$6K ﹤0.01%
+200
149
$6K ﹤0.01%
+250
150
$4K ﹤0.01%
+500
3 4 5
6
7