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
$869M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$23.2M
3
+$22.5M
4
RSG icon
Republic Services
RSG
+$16.5M
5
XLNX
Xilinx Inc
XLNX
+$816K

Top Sells

1
+$27.9M
2
+$2.44M
3
+$1.43M
4
HD icon
Home Depot
HD
+$589K
5
NWL icon
Newell Brands
NWL
+$531K

Sector Composition

1 Financials 25.76%
2 Consumer Discretionary 19.94%
3 Healthcare 14.88%
4 Technology 9.66%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.76%
236,876
-1,659
27
$15.1M 1.73%
416,377
-5,333
28
$14.5M 1.67%
703,812
+12,412
29
$12.3M 1.42%
919,927
+10,827
30
$12.3M 1.41%
751,434
+12,314
31
$12M 1.38%
435,344
+11,784
32
$10.6M 1.22%
790,610
-106,600
33
$9.54M 1.1%
512,199
+3,650
34
$8.98M 1.03%
307,069
-7,974
35
$8.61M 0.99%
133,926
+100
36
$8.45M 0.97%
180,633
+2,900
37
$8.34M 0.96%
320,939
+3,178
38
$8.15M 0.94%
114,169
+1,680
39
$6.1M 0.7%
100,861
+950
40
$5.58M 0.64%
233,950
-600
41
$3.84M 0.44%
235,507
-1,010
42
$3.11M 0.36%
86,487
+39
43
$3.1M 0.36%
100,610
-348
44
$2.07M 0.24%
48,230
-750
45
$1.18M 0.14%
8,350
-736
46
$932K 0.11%
18,156
47
$636K 0.07%
6,189
+513
48
$589K 0.07%
10,110
49
$522K 0.06%
15,902
-2,692
50
$484K 0.06%
5,500
+500
1
2
3