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
$189M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$779K
3
+$771K
4
AAPL icon
Apple
AAPL
+$669K
5
HD icon
Home Depot
HD
+$634K

Top Sells

1
+$551K
2
+$458K
3
+$251K
4
LRCX icon
Lam Research
LRCX
+$241K
5
BBBY
Bed Bath & Beyond
BBBY
+$236K

Sector Composition

1 Technology 28.27%
2 Healthcare 16.69%
3 Financials 11.95%
4 Industrials 11.78%
5 Energy 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
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