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
$550M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$30.6M
3
+$25.6M
4
PFE icon
Pfizer
PFE
+$24.8M
5
VTRS icon
Viatris
VTRS
+$24.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.57%
2 Consumer Discretionary 18.09%
3 Financials 14.76%
4 Consumer Staples 13.02%
5 Technology 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.7M 2.12%
+480,790
27
$11.5M 2.09%
+254,728
28
$7.41M 1.35%
+223,930
29
$5.59M 1.02%
+236,502
30
$988K 0.18%
+14,634
31
$652K 0.12%
+14,765
32
$428K 0.08%
+2,345
33
$426K 0.08%
+3,804
34
$422K 0.08%
+12,004
35
$389K 0.07%
+4,528
36
$383K 0.07%
+28,700
37
$337K 0.06%
+2
38
$309K 0.06%
+7,531
39
$290K 0.05%
+20,335
40
$277K 0.05%
+5,500
41
$251K 0.05%
+4,411
42
$247K 0.04%
+11,282
43
$230K 0.04%
+2,982
44
$229K 0.04%
+16,184
45
$210K 0.04%
+2,420
46
$205K 0.04%
+2,066
47
$155K 0.03%
+11,100
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