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
$777M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$495K
3
+$482K
4
MS icon
Morgan Stanley
MS
+$403K
5
TOL icon
Toll Brothers
TOL
+$347K

Top Sells

1
+$1.86M
2
+$415K
3
+$375K
4
HSH
HILLSHIRE BRANDS CO
HSH
+$201K
5
DHI icon
D.R. Horton
DHI
+$82.1K

Sector Composition

1 Financials 21.98%
2 Healthcare 20.39%
3 Consumer Discretionary 15.68%
4 Technology 12.9%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.76%
653,875
+5,950
27
$13.5M 1.74%
869,564
+10,610
28
$13.4M 1.72%
270,820
+3,200
29
$9.37M 1.21%
303,127
-510
30
$9.19M 1.18%
818,900
+6,100
31
$8.06M 1.04%
107,773
+978
32
$7.86M 1.01%
295,370
+3,260
33
$7.3M 0.94%
167,343
+2,900
34
$7M 0.9%
123,550
+1,950
35
$6.52M 0.84%
456,400
+9,700
36
$5.85M 0.75%
224,850
+800
37
$4.77M 0.61%
96,061
+300
38
$2.67M 0.34%
62,482
-1,650
39
$2.62M 0.34%
86,298
-250
40
$665K 0.09%
28,398
-317
41
$614K 0.08%
5,762
42
$605K 0.08%
23,548
-2,377
43
$433K 0.06%
3,137
-50
44
$414K 0.05%
2
45
$378K 0.05%
26,800
-400
46
$324K 0.04%
7,530
-1
47
$316K 0.04%
9,772
48
$288K 0.04%
11,452
-1,540
49
$274K 0.04%
3,961
50
$230K 0.03%
+6,600
1
2
3