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
$920M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$16.3M
3
+$3.25M
4
BLD icon
TopBuild
BLD
+$2.97M
5
XLNX
Xilinx Inc
XLNX
+$884K

Top Sells

1
+$29M
2
+$4.91M
3
+$3.27M
4
BMY icon
Bristol-Myers Squibb
BMY
+$606K
5
VTRS icon
Viatris
VTRS
+$574K

Sector Composition

1 Financials 25.49%
2 Healthcare 21.84%
3 Consumer Discretionary 16.46%
4 Technology 9%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18M 1.96%
281,068
+925
27
$16.3M 1.77%
+867,210
28
$15.2M 1.65%
739,433
-159,236
29
$13.8M 1.49%
682,050
+10,725
30
$12.4M 1.35%
309,615
+5,419
31
$12.3M 1.34%
902,850
+30,300
32
$8.38M 0.91%
312,379
+8,076
33
$7.9M 0.86%
111,855
+1,592
34
$7.73M 0.84%
494,800
+20,350
35
$7.61M 0.83%
131,426
+3,976
36
$7.4M 0.8%
176,607
+4,275
37
$6.91M 0.75%
234,000
+1,900
38
$5.01M 0.54%
98,961
+3,100
39
$3.25M 0.35%
+232,392
40
$2.97M 0.32%
+102,480
41
$2.78M 0.3%
86,448
42
$1.96M 0.21%
49,830
-9,219
43
$626K 0.07%
27,196
-678
44
$604K 0.07%
17,765
-3,662
45
$562K 0.06%
5,771
-968
46
$443K 0.05%
3,252
47
$421K 0.05%
10,172
+400
48
$410K 0.04%
2
49
$384K 0.04%
3,362
50
$381K 0.04%
12,152
+1,388
1
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