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
+$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$590K
3
+$587K
4
CAT icon
Caterpillar
CAT
+$576K
5
MS icon
Morgan Stanley
MS
+$489K

Top Sells

1
+$46.1M
2
+$7.03M
3
+$1.97M
4
LEN.B icon
Lennar Class B
LEN.B
+$836K
5
ETFC
E*Trade Financial Corporation
ETFC
+$738K

Sector Composition

1 Financials 28.1%
2 Technology 24.28%
3 Industrials 14.87%
4 Consumer Discretionary 11.85%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.64%
126,385
-220
27
$18.5M 1.6%
462,700
+1,350
28
$17.6M 1.52%
576,820
+375
29
$12.6M 1.09%
562,049
+6,450
30
$12.3M 1.06%
321,766
+2,450
31
$10.3M 0.89%
135,713
-1,275
32
$10M 0.87%
125,180
+75
33
$8.94M 0.77%
352,518
+9,566
34
$8.34M 0.72%
191,215
-1,075
35
$7.39M 0.64%
242,675
+3,150
36
$5.13M 0.44%
47,517
-1,000
37
$4.71M 0.41%
60,384
-600
38
$4.55M 0.39%
80,552
39
$3.75M 0.32%
79,487
-600
40
$3.06M 0.26%
64,416
-3,900
41
$2M 0.17%
29,911
-5,900
42
$1.87M 0.16%
39,225
-1,000
43
$1.61M 0.14%
35,712
-1,020,185
44
$1.28M 0.11%
9,261
-1,222
45
$1.23M 0.11%
26,463
46
$1.23M 0.11%
7,326
-503
47
$900K 0.08%
10,928
-300
48
$900K 0.08%
8,390
-1,000
49
$756K 0.07%
3,533
-600
50
$678K 0.06%
7,970
-150
1
2
3 4