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
$972M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$2.06M
3
+$845K
4
C icon
Citigroup
C
+$612K
5
ADP icon
Automatic Data Processing
ADP
+$514K

Top Sells

1
+$27.9M
2
+$2.68M
3
+$977K
4
TMUS icon
T-Mobile US
TMUS
+$374K
5
ABBV icon
AbbVie
ABBV
+$372K

Sector Composition

1 Financials 25.64%
2 Technology 22.53%
3 Consumer Discretionary 11.16%
4 Consumer Staples 9.04%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 1.9%
87,871
-203
27
$17.2M 1.77%
954,760
+18,450
28
$15.7M 1.61%
542,400
+10,750
29
$15.4M 1.59%
390,918
-7,298
30
$14.2M 1.46%
117,926
+801
31
$13.2M 1.36%
445,864
+1,119
32
$10.7M 1.1%
331,723
+3,665
33
$9.99M 1.03%
135,576
+1,250
34
$9.96M 1.02%
523,949
+1,650
35
$9.13M 0.94%
117,569
+1,034
36
$8.95M 0.92%
182,023
+266
37
$8.46M 0.87%
313,166
+349
38
$7.47M 0.77%
101,923
+1,298
39
$5.57M 0.57%
237,500
+700
40
$3.44M 0.35%
96,583
-358
41
$3.43M 0.35%
84,337
-1,300
42
$2.45M 0.25%
20,123
+16,887
43
$1.58M 0.16%
13,756
+7,330
44
$1.39M 0.14%
33,423
-200
45
$1.34M 0.14%
22,876
+3,738
46
$799K 0.08%
11,811
+1,850
47
$768K 0.08%
14,452
+4,864
48
$679K 0.07%
23,460
+11,980
49
$646K 0.07%
7,058
+1,400
50
$517K 0.05%
3,170
1
2
3 4