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
$826M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$14.6M
3
+$2.69M
4
TMUS icon
T-Mobile US
TMUS
+$2.6M
5
MTG icon
MGIC Investment
MTG
+$2.25M

Top Sells

1
+$25.2M
2
+$19.1M
3
+$12.3M
4
HD icon
Home Depot
HD
+$3.37M
5
PFE icon
Pfizer
PFE
+$2.85M

Sector Composition

1 Financials 21.08%
2 Consumer Discretionary 17.68%
3 Healthcare 13.5%
4 Technology 11.21%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.92%
410,283
-6,094
27
$15.4M 1.87%
212,860
-24,016
28
$14.6M 1.77%
+116,125
29
$11.2M 1.36%
905,110
+114,500
30
$10.2M 1.24%
681,933
-69,501
31
$10.2M 1.24%
428,156
-7,188
32
$10.2M 1.23%
132,876
-1,050
33
$9.56M 1.16%
323,131
+2,192
34
$9.36M 1.13%
512,049
-150
35
$9.33M 1.13%
180,352
-281
36
$9.25M 1.12%
114,669
+500
37
$8.53M 1.03%
304,169
-2,900
38
$7.03M 0.85%
100,261
-600
39
$5.44M 0.66%
232,150
-1,800
40
$3.61M 0.44%
86,387
-100
41
$3.24M 0.39%
214,292
-21,215
42
$2.93M 0.36%
98,630
-1,980
43
$2.69M 0.33%
+35,596
44
$2.6M 0.32%
+68,016
45
$2.1M 0.25%
45,203
-3,027
46
$1.34M 0.16%
+44,700
47
$1.15M 0.14%
19,137
+981
48
$956K 0.12%
6,750
-1,600
49
$709K 0.09%
6,554
+365
50
$634K 0.08%
10,110
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