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
$837M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$25.1M
3
+$14.5M
4
SANM icon
Sanmina
SANM
+$5.1M
5
FLEX icon
Flex
FLEX
+$3.5M

Top Sells

1
+$28.4M
2
+$26.9M
3
+$15.4M
4
TGNA icon
TEGNA Inc
TGNA
+$10.2M
5
GCI
Gannett Co., Inc
GCI
+$3.24M

Sector Composition

1 Financials 20.16%
2 Technology 15.46%
3 Consumer Discretionary 13.69%
4 Consumer Staples 11.31%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.89%
532,350
+487,650
27
$14.8M 1.77%
405,158
-5,125
28
$13.4M 1.61%
2,260,300
+6,850
29
$10.7M 1.28%
133,376
+500
30
$10.6M 1.27%
324,573
+1,442
31
$10M 1.2%
519,599
+7,550
32
$9.96M 1.19%
116,101
+1,432
33
$9.96M 1.19%
425,456
-2,700
34
$9.69M 1.16%
180,752
+400
35
$9.45M 1.13%
907,010
+1,900
36
$7.59M 0.91%
309,270
+5,101
37
$7.58M 0.91%
100,161
-100
38
$5.39M 0.64%
231,350
-800
39
$3.83M 0.46%
85,637
-750
40
$3.53M 0.42%
97,608
-1,022
41
$1.92M 0.23%
42,303
-2,900
42
$1.25M 0.15%
19,138
+1
43
$789K 0.09%
6,504
-50
44
$687K 0.08%
9,961
-149
45
$658K 0.08%
4,450
-2,300
46
$559K 0.07%
5,500
47
$523K 0.06%
9,622
48
$496K 0.06%
13,322
49
$493K 0.06%
3,404
50
$442K 0.05%
27,191
+391
1
2
3 4