SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Quarter Est. Return
1 Year Est. Return
-6.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$26.3K
2
+$8.61K
3
+$7.5K
4
AMT icon
American Tower
AMT
+$4.71K
5
DHR icon
Danaher
DHR
+$4.59K

Top Sells

1
+$3.69M
2
+$2.33M
3
+$1.75M
4
TMUS icon
T-Mobile US
TMUS
+$1.67M
5
MS icon
Morgan Stanley
MS
+$1.27M

Sector Composition

1 Technology 24.36%
2 Financials 17.3%
3 Industrials 17.25%
4 Consumer Discretionary 14.08%
5 Healthcare 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
1
McKesson
MCK
$97.8B
$78.4M 6.1%
230,220
-10,844
TMUS icon
2
T-Mobile US
TMUS
$258B
$71.1M 5.53%
529,848
-12,410
MSI icon
3
Motorola Solutions
MSI
$74.1B
$69.1M 5.38%
307,514
-10,377
MS icon
4
Morgan Stanley
MS
$252B
$64.4M 5.02%
815,571
-16,079
WM icon
5
Waste Management
WM
$86.8B
$62.6M 4.87%
390,460
-10,924
HD icon
6
Home Depot
HD
$390B
$58M 4.51%
210,153
-4,105
SCHW icon
7
Charles Schwab
SCHW
$171B
$50.3M 3.92%
700,377
-14,452
TXN icon
8
Texas Instruments
TXN
$161B
$44.7M 3.48%
289,051
-5,812
DHI icon
9
D.R. Horton
DHI
$45.8B
$43.4M 3.38%
644,641
-12,529
CSCO icon
10
Cisco
CSCO
$277B
$43.1M 3.36%
1,078,582
-17,811
COR icon
11
Cencora
COR
$63B
$40.5M 3.15%
299,145
-8,373
CVS icon
12
CVS Health
CVS
$105B
$37.8M 2.94%
396,509
-7,829
RSG icon
13
Republic Services
RSG
$68.6B
$35.8M 2.79%
262,147
-7,316
AMD icon
14
Advanced Micro Devices
AMD
$378B
$34.5M 2.69%
544,510
-10,830
CIEN icon
15
Ciena
CIEN
$24.1B
$33.6M 2.62%
832,086
-16,404
F icon
16
Ford
F
$47.4B
$33.4M 2.6%
2,982,622
-47,553
GE icon
17
GE Aerospace
GE
$318B
$33.3M 2.59%
861,240
-15,383
MAS icon
18
Masco
MAS
$14.2B
$31.7M 2.47%
678,738
-14,664
GLW icon
19
Corning
GLW
$72.4B
$26.7M 2.08%
920,723
-17,485
ADI icon
20
Analog Devices
ADI
$119B
$26.4M 2.05%
189,422
-5,064
ETN icon
21
Eaton
ETN
$145B
$24.5M 1.91%
183,717
-4,176
MTG icon
22
MGIC Investment
MTG
$6.21B
$24.1M 1.87%
1,878,832
-46,986
PG icon
23
Procter & Gamble
PG
$354B
$24.1M 1.87%
190,505
-4,043
BAC icon
24
Bank of America
BAC
$376B
$23.5M 1.83%
778,811
-16,761
PFF icon
25
iShares Preferred and Income Securities ETF
PFF
$14.6B
$22M 1.71%
695,515
-10,280
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