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
$754M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$938K
4
DHI icon
D.R. Horton
DHI
+$824K
5
SCG
Scana
SCG
+$780K

Top Sells

1
+$627K
2
+$602K
3
+$405K
4
KO icon
Coca-Cola
KO
+$314K
5
LOW icon
Lowe's Companies
LOW
+$258K

Sector Composition

1 Financials 22.12%
2 Healthcare 21.04%
3 Consumer Discretionary 15.1%
4 Consumer Staples 9.27%
5 Technology 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 2.02%
243,097
+1,304
27
$14.2M 1.88%
266,820
+5,137
28
$12.2M 1.62%
847,676
+19,784
29
$9.78M 1.3%
299,846
+4,891
30
$8.48M 1.12%
227,555
+490
31
$7.71M 1.02%
290,954
+41,887
32
$7.59M 1.01%
106,545
+2,000
33
$7.31M 0.97%
445,900
+63,850
34
$7.16M 0.95%
162,843
+1,950
35
$6.46M 0.86%
120,383
+5,000
36
$5.56M 0.74%
222,550
+25,250
37
$4.89M 0.65%
95,361
+15,200
38
$2.59M 0.34%
85,348
+15,300
39
$1.9M 0.25%
118,600
-10,150
40
$1.08M 0.14%
42,023
-300
41
$486K 0.06%
4,945
42
$377K 0.05%
3,014
43
$375K 0.05%
2
44
$363K 0.05%
27,200
45
$362K 0.05%
13,199
-750
46
$351K 0.05%
7,531
47
$319K 0.04%
11,244
48
$314K 0.04%
4,422
-450
49
$302K 0.04%
15,764
-784
50
$302K 0.04%
10,881
-401
1
2
3