SAM
Selway Asset Management Portfolio holdings
AUM
$242M
This Quarter Return
+9.2%
1 Year Return
+7.68%
3 Year Return
+36.51%
5 Year Return
+177.31%
10 Year Return
+200.44%
AUM
$189M
AUM Growth
+$189M
(+10%)
Cap. Flow
+$4.58M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
42.31%
Holding
160
New
1
Increased
49
Reduced
7
Closed
87
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$1.01M |
| 2 |
Cummins
CMI
|
$785K |
| 3 |
Wells Fargo
WFC
|
$727K |
| 4 |
Home Depot
HD
|
$657K |
| 5 |
Apple
AAPL
|
$609K |
Top Sells
| 1 |
Advance Auto Parts
AAP
|
$500K |
| 2 |
Energy Transfer Partners
ET
|
$453K |
| 3 |
GameStop
GME
|
$251K |
| 4 |
Lam Research
LRCX
|
$242K |
| 5 |
BBBY
Bed Bath & Beyond, Inc.
BBBY
|
$236K |
Sector Composition
| 1 | Technology | 28.27% |
| 2 | Healthcare | 16.69% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 11.78% |
| 5 | Energy | 6.86% |
