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
JNPR
26
DELISTED
Juniper Networks
JNPR
$21.7M 1.69%
830,347
-17,578
GM icon
27
General Motors
GM
$69.5B
$21.1M 1.64%
655,999
-13,113
PCAR icon
28
PACCAR
PCAR
$56.9B
$20.3M 1.58%
363,435
-5,925
BX icon
29
Blackstone
BX
$117B
$20.3M 1.58%
242,071
-10,042
BBWI icon
30
Bath & Body Works
BBWI
$3.9B
$18.3M 1.43%
562,183
-12,470
RDN icon
31
Radian Group
RDN
$4.8B
$17.5M 1.36%
905,851
-16,905
SO icon
32
Southern Company
SO
$97.1B
$13.1M 1.02%
191,971
-2,280
SRCL
33
DELISTED
Stericycle Inc
SRCL
$13M 1.01%
308,813
-3,520
ED icon
34
Consolidated Edison
ED
$34.9B
$12.5M 0.97%
145,190
-1,545
ORI icon
35
Old Republic International
ORI
$10.9B
$11.8M 0.92%
561,875
-8,505
DUK icon
36
Duke Energy
DUK
$92.4B
$11.6M 0.9%
124,338
-2,402
AAPL icon
37
Apple
AAPL
$4.21T
$11.2M 0.87%
80,969
-3,420
MPW icon
38
Medical Properties Trust
MPW
$3.39B
$8.13M 0.63%
669,110
-9,740
AB icon
39
AllianceBernstein
AB
$3.77B
$7.02M 0.55%
200,345
-4,280
VSCO icon
40
Victoria's Secret
VSCO
$3.42B
$5.64M 0.44%
193,603
-4,157
MUB icon
41
iShares National Muni Bond ETF
MUB
$41.5B
$4.4M 0.34%
42,866
-1,625
XEL icon
42
Xcel Energy
XEL
$46.5B
$3.83M 0.3%
59,362
-300
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$39.2B
$3.62M 0.28%
48,346
-350
TFI icon
44
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.02B
$2.4M 0.19%
54,660
-1,000
WEC icon
45
WEC Energy
WEC
$35B
$2.4M 0.19%
26,829
-1,850
SHM icon
46
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
$1.66M 0.13%
35,925
-500
MSFT icon
47
Microsoft
MSFT
$3.58T
$1.27M 0.1%
5,462
-23
ITM icon
48
VanEck Intermediate Muni ETF
ITM
$2.08B
$1.11M 0.09%
25,512
-325
BIV icon
49
Vanguard Intermediate-Term Bond ETF
BIV
$26.4B
$910K 0.07%
12,390
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.09T
$830K 0.06%
3,107
-615
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