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
$906M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$635K
3
+$628K
4
FITB icon
Fifth Third Bancorp
FITB
+$531K
5
RDN icon
Radian Group
RDN
+$397K

Top Sells

1
+$3.43M
2
+$2M
3
+$1.67M
4
NWL icon
Newell Brands
NWL
+$1.12M
5
MAS icon
Masco
MAS
+$829K

Sector Composition

1 Financials 21.94%
2 Technology 19.77%
3 Consumer Discretionary 12.31%
4 Consumer Staples 10.69%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 2.03%
285,832
-1,278
27
$16.3M 1.8%
398,216
-6,942
28
$14.7M 1.62%
117,125
+115
29
$14.6M 1.62%
444,745
+19,289
30
$14.4M 1.6%
531,650
-700
31
$12.7M 1.4%
936,310
+29,300
32
$10.1M 1.12%
134,326
+950
33
$10.1M 1.11%
328,058
+3,485
34
$9.33M 1.03%
116,535
+434
35
$9.32M 1.03%
181,757
+1,005
36
$9.2M 1.02%
522,299
+2,700
37
$7.99M 0.88%
312,817
+3,547
38
$7.28M 0.8%
100,625
+464
39
$5.4M 0.6%
236,800
+5,450
40
$3.52M 0.39%
85,637
41
$3.22M 0.36%
96,941
-667
42
$1.42M 0.16%
33,623
-8,680
43
$1.15M 0.13%
19,138
44
$759K 0.08%
6,426
-78
45
$630K 0.07%
9,961
46
$612K 0.07%
3,850
-600
47
$550K 0.06%
5,658
+158
48
$477K 0.05%
9,588
-34
49
$458K 0.05%
3,170
-234
50
$437K 0.05%
27,191
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