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
$1.12B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$3.54M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.27M
5
AAPL icon
Apple
AAPL
+$1.88M

Top Sells

1
+$509K
2
+$448K
3
+$418K
4
BAC icon
Bank of America
BAC
+$290K
5
ADI icon
Analog Devices
ADI
+$255K

Sector Composition

1 Financials 27.8%
2 Technology 22.4%
3 Consumer Discretionary 11.04%
4 Industrials 9.42%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.3M 1.99%
608,600
+145
27
$18.2M 1.63%
974,800
+2,540
28
$16.4M 1.47%
124,685
+2,604
29
$15.6M 1.4%
561,020
+1,970
30
$11.3M 1.01%
140,107
+830
31
$11M 0.98%
329,750
+3,184
32
$10.7M 0.96%
543,905
+7,900
33
$10.4M 0.93%
123,855
+1,486
34
$10.2M 0.91%
345,009
+9,705
35
$9.18M 0.82%
186,903
+2,380
36
$6.21M 0.56%
255,750
+16,350
37
$6.09M 0.54%
93,393
-1,173
38
$5.59M 0.5%
+50,444
39
$5.04M 0.45%
+63,205
40
$4.99M 0.45%
102,903
+680
41
$3.95M 0.35%
83,537
-750
42
$3.54M 0.32%
+72,316
43
$3M 0.27%
77,876
+48,772
44
$2.27M 0.2%
+46,725
45
$1.6M 0.14%
10,229
-750
46
$1.5M 0.13%
11,560
-454
47
$1.32M 0.12%
+27,363
48
$1.24M 0.11%
19,676
-600
49
$1.19M 0.11%
26,433
50
$842K 0.08%
13,052
-1,000
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