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
$1.19B
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$1.8M
3
+$1.07M
4
WM icon
Waste Management
WM
+$1.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$665K

Top Sells

1
+$34.3M
2
+$530K
3
+$508K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$414K
5
CBOE icon
Cboe Global Markets
CBOE
+$377K

Sector Composition

1 Financials 28.11%
2 Technology 21.85%
3 Consumer Discretionary 16.51%
4 Industrials 14.56%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 1.6%
995,025
+6,175
27
$16.9M 1.42%
126,830
+1,400
28
$16.8M 1.42%
450,200
+450
29
$16.2M 1.36%
576,570
+19,000
30
$11.8M 1%
552,456
+4,851
31
$10.8M 0.91%
138,426
+424
32
$10.5M 0.88%
327,232
+3,332
33
$9.69M 0.82%
125,104
+1,416
34
$9.24M 0.78%
343,018
-199
35
$8.5M 0.72%
190,277
+4,724
36
$6.99M 0.59%
91,306
-968
37
$6.66M 0.56%
248,025
-925
38
$5.35M 0.45%
49,117
-1,177
39
$4.8M 0.4%
61,234
+479
40
$3.72M 0.31%
81,787
41
$3.42M 0.29%
81,428
+5,336
42
$3.35M 0.28%
69,816
-2,300
43
$3M 0.25%
47,811
+28,761
44
$1.92M 0.16%
40,225
-6,250
45
$1.35M 0.11%
8,629
-1,600
46
$1.28M 0.11%
27,113
-250
47
$1.2M 0.1%
9,337
-2,106
48
$952K 0.08%
21,003
+10,588
49
$804K 0.07%
11,278
-1,100
50
$747K 0.06%
9,650
-1,275
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