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
$766M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.11M
3
+$910K
4
FITB icon
Fifth Third Bancorp
FITB
+$749K
5
BAC icon
Bank of America
BAC
+$685K

Top Sells

1
+$48M
2
+$40.4M
3
+$20.6M
4
EBAY icon
eBay
EBAY
+$14.1M
5
MAS icon
Masco
MAS
+$2.87M

Sector Composition

1 Financials 28.76%
2 Healthcare 18.67%
3 Consumer Discretionary 18.58%
4 Technology 10.41%
5 Communication Services 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.7M 1.4%
909,100
+6,250
27
$10.6M 1.38%
739,120
-313
28
$10.4M 1.35%
423,560
-577,710
29
$9.79M 1.28%
315,043
+5,428
30
$8.95M 1.17%
133,826
+2,400
31
$8.09M 1.06%
112,489
+634
32
$7.95M 1.04%
508,549
+13,749
33
$7.95M 1.04%
177,733
+1,126
34
$7.82M 1.02%
317,761
+5,382
35
$6.24M 0.81%
234,550
+550
36
$5.62M 0.73%
99,911
+950
37
$3.48M 0.45%
236,517
+4,125
38
$3.13M 0.41%
100,958
-1,522
39
$3.06M 0.4%
86,448
40
$1.97M 0.26%
48,980
-850
41
$1.11M 0.15%
+9,086
42
$948K 0.12%
18,156
+9,694
43
$586K 0.08%
18,594
+829
44
$550K 0.07%
10,110
+5,304
45
$530K 0.07%
5,676
-95
46
$518K 0.07%
27,202
+6
47
$476K 0.06%
3,652
+400
48
$440K 0.06%
10,172
49
$397K 0.05%
+5,000
50
$390K 0.05%
2
1
2
3