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
$768M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$14.8M
3
+$12.4M
4
TIME
Time Inc.
TIME
+$695K
5
MAS icon
Masco
MAS
+$390K

Top Sells

1
+$17.2M
2
+$15.1M
3
+$14M
4
AGN
Allergan plc
AGN
+$2.31M
5
CHS
Chicos FAS, Inc.
CHS
+$1.9M

Sector Composition

1 Financials 21.32%
2 Healthcare 20.6%
3 Consumer Discretionary 15.43%
4 Technology 13.49%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.5M 1.88%
267,620
+800
27
$14.5M 1.88%
680,250
+100
28
$14.1M 1.83%
858,954
+11,278
29
$12.4M 1.61%
+812,800
30
$9.96M 1.3%
303,637
+3,791
31
$7.92M 1.03%
106,795
+250
32
$7.8M 1.02%
292,110
+1,156
33
$7.46M 0.97%
164,443
+1,600
34
$7.39M 0.96%
446,700
+800
35
$7.02M 0.91%
121,600
+1,217
36
$5.8M 0.76%
224,050
+1,500
37
$5.15M 0.67%
95,761
+400
38
$2.79M 0.36%
86,548
+1,200
39
$2.72M 0.35%
64,132
-405,757
40
$695K 0.09%
+28,715
41
$603K 0.08%
5,762
+817
42
$599K 0.08%
25,925
-654,601
43
$403K 0.05%
3,187
+173
44
$385K 0.05%
27,200
45
$380K 0.05%
2
46
$353K 0.05%
7,531
47
$302K 0.04%
12,992
-2,772
48
$295K 0.04%
9,772
-1,472
49
$283K 0.04%
3,961
-461
50
$233K 0.03%
2,960
-31
1
2
3