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
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$757K
3
+$734K
4
C icon
Citigroup
C
+$725K
5
LEN icon
Lennar Class A
LEN
+$691K

Top Sells

1
+$20.9M
2
+$467K
3
+$362K
4
ADP icon
Automatic Data Processing
ADP
+$308K
5
GE icon
GE Aerospace
GE
+$245K

Sector Composition

1 Financials 27.44%
2 Technology 22.68%
3 Consumer Discretionary 10.95%
4 Consumer Staples 9.57%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.5M 2.04%
608,455
+5,600
27
$16.3M 1.54%
122,081
+1,930
28
$15.9M 1.51%
972,260
+11,550
29
$15.5M 1.47%
559,050
+11,550
30
$11.3M 1.07%
139,277
+1,751
31
$10.9M 1.03%
326,566
+12,600
32
$10.5M 0.99%
536,005
+7,306
33
$10.2M 0.97%
122,369
+4,350
34
$9.55M 0.91%
335,304
-2,112
35
$8.84M 0.84%
184,523
+1,650
36
$6.85M 0.65%
102,223
+400
37
$5.66M 0.54%
239,400
+6,600
38
$5.02M 0.48%
94,566
-676
39
$3.87M 0.37%
84,287
+300
40
$1.68M 0.16%
10,979
-3,050
41
$1.59M 0.15%
12,014
+428
42
$1.25M 0.12%
20,276
-100
43
$1.19M 0.11%
26,433
-850
44
$1.05M 0.1%
29,104
-156
45
$876K 0.08%
11,761
-50
46
$860K 0.08%
14,052
47
$735K 0.07%
6,258
-1,372
48
$639K 0.06%
3,770
+600
49
$509K 0.05%
2
50
$496K 0.05%
3,881
+467
1
2
3 4