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
$1.05B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$839K
3
+$659K
4
PG icon
Procter & Gamble
PG
+$555K
5
LEN icon
Lennar Class A
LEN
+$456K

Top Sells

1
+$15.4M
2
+$13.2M
3
+$1.06M
4
BAC icon
Bank of America
BAC
+$868K
5
TXN icon
Texas Instruments
TXN
+$819K

Sector Composition

1 Financials 26.12%
2 Technology 23.19%
3 Consumer Discretionary 10.51%
4 Consumer Staples 9.11%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 2.16%
602,855
+8,900
27
$20.9M 2%
87,381
-490
28
$17.3M 1.65%
960,710
+5,950
29
$16.2M 1.55%
120,151
+2,225
30
$14.5M 1.39%
547,500
+5,100
31
$10.8M 1.04%
528,699
+4,750
32
$10.7M 1.02%
137,526
+1,950
33
$10.6M 1.01%
337,416
+5,693
34
$9.68M 0.93%
118,019
+450
35
$9.32M 0.89%
313,966
+800
36
$9.1M 0.87%
182,873
+850
37
$6.65M 0.64%
101,823
-100
38
$5.32M 0.51%
232,800
-4,700
39
$4.48M 0.43%
95,242
-1,341
40
$3.73M 0.36%
83,987
-350
41
$1.82M 0.17%
14,029
-6,094
42
$1.44M 0.14%
11,586
-2,170
43
$1.24M 0.12%
20,376
-2,500
44
$1.16M 0.11%
27,283
-6,140
45
$1.05M 0.1%
29,260
+5,800
46
$861K 0.08%
7,630
+572
47
$844K 0.08%
11,811
48
$810K 0.08%
14,052
-400
49
$528K 0.05%
3,170
50
$512K 0.05%
5,000
1
2
3 4