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
$1.02B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$32M
3
+$769K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$434K
5
MMM icon
3M
MMM
+$406K

Top Sells

1
+$32.8M
2
+$24.5M
3
+$18.5M
4
LEN icon
Lennar Class A
LEN
+$1.61M
5
HD icon
Home Depot
HD
+$1.04M

Sector Composition

1 Technology 27.89%
2 Financials 25.81%
3 Industrials 13.45%
4 Consumer Discretionary 8.84%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 1.87%
588,296
+11,476
27
$16.3M 1.6%
996,850
-9,250
28
$11.7M 1.15%
569,149
+7,100
29
$10.9M 1.07%
126,155
+975
30
$10.5M 1.03%
137,138
+1,425
31
$9.62M 0.94%
322,816
+1,050
32
$8.48M 0.83%
193,115
+1,900
33
$7.42M 0.73%
344,044
-8,474
34
$6.74M 0.66%
246,525
+3,850
35
$5.18M 0.51%
47,517
36
$4.71M 0.46%
59,934
-450
37
$3.92M 0.38%
79,487
38
$3.36M 0.33%
85,284
+4,732
39
$3.1M 0.3%
64,416
40
$2M 0.2%
28,822
-1,089
41
$1.89M 0.18%
39,225
42
$1.26M 0.12%
26,462
-1
43
$1.13M 0.11%
8,736
-525
44
$971K 0.1%
8,390
45
$905K 0.09%
4,433
+900
46
$901K 0.09%
5,076
-2,250
47
$803K 0.08%
10,928
48
$722K 0.07%
15,251
+2,000
49
$616K 0.06%
2,466
+1,737
50
$586K 0.06%
12,495
+2,200
1
2
3 4