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
$1.16B
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$639K
3
+$484K
4
TEX icon
Terex
TEX
+$470K
5
XLNX
Xilinx Inc
XLNX
+$394K

Top Sells

1
+$1.04M
2
+$776K
3
+$706K
4
BAC icon
Bank of America
BAC
+$691K
5
HD icon
Home Depot
HD
+$676K

Sector Composition

1 Financials 27.27%
2 Technology 22.9%
3 Consumer Discretionary 16.37%
4 Industrials 14.52%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.5M 1.68%
461,350
+11,150
27
$17.1M 1.48%
126,605
-225
28
$16M 1.38%
986,100
-8,925
29
$15.8M 1.37%
576,445
-125
30
$11.1M 0.96%
555,599
+3,143
31
$10.7M 0.92%
136,988
-1,438
32
$10.3M 0.89%
319,316
-7,916
33
$9.89M 0.86%
125,105
+1
34
$8.9M 0.77%
192,290
+2,013
35
$8.32M 0.72%
342,952
-66
36
$7.03M 0.61%
89,723
-1,583
37
$6.84M 0.59%
239,525
-8,500
38
$5.29M 0.46%
48,517
-600
39
$4.77M 0.41%
60,984
-250
40
$3.73M 0.32%
80,552
-876
41
$3.66M 0.32%
80,087
-1,700
42
$3.28M 0.28%
68,316
-1,500
43
$2.31M 0.2%
35,811
-12,000
44
$1.97M 0.17%
+700
45
$1.93M 0.17%
40,225
46
$1.27M 0.11%
10,483
+1,146
47
$1.25M 0.11%
26,463
-650
48
$1.23M 0.11%
7,829
-800
49
$836K 0.07%
20,602
-401
50
$832K 0.07%
11,228
-50
1
2
3 4