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
$893M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$666K
3
+$575K
4
EBAY icon
eBay
EBAY
+$573K
5
BAC icon
Bank of America
BAC
+$554K

Top Sells

1
+$1.03M
2
+$459K
3
+$239K
4
DTV
DIRECTV COM STK (DE)
DTV
+$220K
5
ABBV icon
AbbVie
ABBV
+$211K

Sector Composition

1 Healthcare 21.93%
2 Financials 20.39%
3 Consumer Discretionary 16.86%
4 Technology 13.09%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.98%
280,143
+3,923
27
$17.4M 1.95%
898,669
+15,247
28
$16.2M 1.82%
671,325
+8,800
29
$12M 1.34%
872,550
+23,850
30
$11.6M 1.3%
304,196
-1,630
31
$8.47M 0.95%
110,263
+2,000
32
$7.77M 0.87%
127,450
+1,050
33
$7.63M 0.85%
172,332
+2,900
34
$7.5M 0.84%
304,303
+4,502
35
$7.17M 0.8%
232,100
+5,000
36
$7.09M 0.79%
474,450
+7,350
37
$5.27M 0.59%
95,861
+50
38
$3.01M 0.34%
86,448
+100
39
$2.39M 0.27%
59,049
-1,598
40
$678K 0.08%
6,739
+850
41
$625K 0.07%
27,874
-354
42
$609K 0.07%
21,427
+257
43
$469K 0.05%
3,252
44
$435K 0.05%
2
45
$389K 0.04%
26,800
46
$388K 0.04%
9,772
47
$373K 0.04%
7,530
48
$353K 0.04%
3,362
49
$335K 0.04%
10,764
-1,200
50
$281K 0.03%
3,961
1
2
3