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
$858M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$740K
3
+$606K
4
XLNX
Xilinx Inc
XLNX
+$504K
5
LLY icon
Eli Lilly
LLY
+$500K

Top Sells

1
+$513K
2
+$317K
3
+$274K
4
DTV
DIRECTV COM STK (DE)
DTV
+$210K
5
KO icon
Coca-Cola
KO
+$77.5K

Sector Composition

1 Financials 21.25%
2 Healthcare 20.82%
3 Consumer Discretionary 15.79%
4 Technology 12.74%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 1.82%
662,525
+8,650
27
$15.3M 1.79%
276,220
+5,400
28
$14.8M 1.72%
883,422
+13,858
29
$11.2M 1.31%
848,700
+29,800
30
$10.2M 1.18%
305,826
+2,699
31
$9.04M 1.05%
108,263
+490
32
$8.34M 0.97%
126,400
+2,850
33
$8.32M 0.97%
169,432
+2,089
34
$7.61M 0.89%
299,801
+4,431
35
$6.83M 0.8%
467,100
+10,700
36
$5.87M 0.68%
227,100
+2,250
37
$5.79M 0.67%
95,811
-250
38
$3.1M 0.36%
86,348
+50
39
$2.56M 0.3%
60,647
-1,835
40
$695K 0.08%
28,228
-170
41
$616K 0.07%
5,889
+127
42
$598K 0.07%
21,170
-2,378
43
$488K 0.06%
3,252
+115
44
$452K 0.05%
2
45
$397K 0.05%
7,530
46
$378K 0.04%
26,800
47
$347K 0.04%
9,772
48
$330K 0.04%
11,964
+512
49
$317K 0.04%
+3,362
50
$305K 0.04%
3,961
1
2
3