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
$1.22B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$32.7M
3
+$21.7M
4
CSCO icon
Cisco
CSCO
+$654K
5
ABBV icon
AbbVie
ABBV
+$645K

Top Sells

1
+$38.3M
2
+$25.6M
3
+$7.22M
4
BAC icon
Bank of America
BAC
+$5.22M
5
SCG
Scana
SCG
+$4.99M

Sector Composition

1 Financials 27.18%
2 Technology 21.18%
3 Industrials 15.07%
4 Consumer Discretionary 14.84%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.1M 1.97%
270,948
-11,175
27
$21.7M 1.77%
+449,750
28
$20.4M 1.66%
988,850
+14,050
29
$18.7M 1.52%
125,430
+745
30
$15.5M 1.27%
557,570
-3,450
31
$11.7M 0.96%
138,002
-2,105
32
$11.7M 0.96%
547,605
+3,700
33
$10.4M 0.85%
123,688
-167
34
$10.4M 0.85%
323,900
-5,850
35
$10.1M 0.82%
343,217
-1,792
36
$8.92M 0.73%
185,553
-1,350
37
$6.99M 0.57%
92,274
-1,119
38
$6.24M 0.51%
248,950
-6,800
39
$5.57M 0.46%
50,294
-150
40
$4.81M 0.39%
60,755
-2,450
41
$3.94M 0.32%
81,787
-1,750
42
$3.53M 0.29%
72,116
-200
43
$3.22M 0.26%
76,092
-1,784
44
$2.23M 0.18%
46,475
-250
45
$1.76M 0.14%
10,229
46
$1.6M 0.13%
11,443
-117
47
$1.32M 0.11%
27,363
48
$1.26M 0.1%
19,050
-626
49
$923K 0.08%
10,925
-302,515
50
$812K 0.07%
12,378
-674
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