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
$722M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$13.1M
3
+$12.8M
4
T icon
AT&T
T
+$6.61M
5
ORI icon
Old Republic International
ORI
+$6.6M

Top Sells

1
+$10.9M
2
+$10.2M
3
+$5.12M
4
KO icon
Coca-Cola
KO
+$3.5M
5
AGN
Allergan plc
AGN
+$3.41M

Sector Composition

1 Financials 21.3%
2 Healthcare 19.83%
3 Consumer Discretionary 15.58%
4 Consumer Staples 10.28%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.85%
261,683
+6,705
27
$13.1M 1.82%
+668,450
28
$12.8M 1.77%
+827,892
29
$9.12M 1.26%
294,955
+3,974
30
$7.59M 1.05%
227,065
+535
31
$7.21M 1%
104,545
+2,111
32
$6.61M 0.92%
160,893
+4,171
33
$6.61M 0.92%
+249,067
34
$6.6M 0.91%
+382,050
35
$6.38M 0.88%
115,383
+38,000
36
$4.21M 0.58%
+197,300
37
$3.76M 0.52%
+80,161
38
$2.43M 0.34%
128,750
-579,235
39
$1.96M 0.27%
+70,048
40
$1.1M 0.15%
42,323
-394,185
41
$453K 0.06%
4,945
-1,488
42
$405K 0.06%
12,698
-4,266
43
$376K 0.05%
2,400
44
$357K 0.05%
3,014
-40
45
$356K 0.05%
2
46
$351K 0.05%
13,949
-203,553
47
$341K 0.05%
27,200
-1,500
48
$332K 0.05%
16,548
+2,016
49
$332K 0.05%
11,244
-1,884
50
$315K 0.04%
4,872
+461
1
2
3