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
$612M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.11M
2
+$5.86M
3
+$5.85M
4
ED icon
Consolidated Edison
ED
+$4.27M
5
BMY icon
Bristol-Myers Squibb
BMY
+$648K

Top Sells

1
+$1.01M
2
+$591K
3
+$486K
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$290K
5
VTRS icon
Viatris
VTRS
+$269K

Sector Composition

1 Healthcare 21.44%
2 Consumer Discretionary 16.42%
3 Financials 15.16%
4 Consumer Staples 11.33%
5 Technology 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 1.93%
707,985
+5,450
27
$10M 1.64%
436,508
-44,282
28
$7.11M 1.16%
+290,981
29
$6.96M 1.14%
226,530
+2,600
30
$6.84M 1.12%
102,434
+87,800
31
$6.45M 1.06%
156,722
+141,957
32
$5.56M 0.91%
217,502
-19,000
33
$4.27M 0.7%
+77,383
34
$586K 0.1%
3,308
+963
35
$558K 0.09%
6,433
+1,905
36
$478K 0.08%
+16,964
37
$388K 0.06%
12,004
38
$364K 0.06%
28,700
39
$351K 0.06%
+2,400
40
$348K 0.06%
4,600
+1,618
41
$347K 0.06%
3,054
-750
42
$341K 0.06%
2
43
$332K 0.05%
+13,128
44
$304K 0.05%
7,531
45
$290K 0.05%
+4,501
46
$276K 0.05%
4,411
47
$265K 0.04%
+3,330
48
$255K 0.04%
5,500
49
$248K 0.04%
+5,216
50
$247K 0.04%
14,532
-1,652
1
2
3