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
$1.17B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$392K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$270K
5
RDN icon
Radian Group
RDN
+$260K

Top Sells

1
+$2.01M
2
+$759K
3
+$606K
4
MAS icon
Masco
MAS
+$414K
5
MDT icon
Medtronic
MDT
+$375K

Sector Composition

1 Technology 28.05%
2 Financials 25.28%
3 Industrials 13.62%
4 Consumer Discretionary 8.74%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.5M 1.75%
127,494
+945
27
$18.2M 1.56%
593,821
+5,525
28
$12M 1.03%
572,000
+2,851
29
$11.8M 1.01%
138,713
+1,575
30
$11.7M 1.01%
130,510
+4,355
31
$11.4M 0.98%
326,834
+4,018
32
$10.2M 0.87%
196,927
+3,812
33
$8.37M 0.72%
353,312
+9,268
34
$7.21M 0.62%
249,625
+3,100
35
$5.16M 0.44%
46,367
-1,150
36
$4.66M 0.4%
58,584
-1,350
37
$4.38M 0.38%
77,837
-1,650
38
$4.09M 0.35%
86,156
+872
39
$3.14M 0.27%
63,666
-750
40
$2.04M 0.18%
25,822
-3,000
41
$1.88M 0.16%
38,725
-500
42
$1.29M 0.11%
26,462
43
$1.18M 0.1%
8,423
-313
44
$1.09M 0.09%
8,440
+50
45
$987K 0.08%
4,912
+479
46
$965K 0.08%
10,928
47
$916K 0.08%
4,826
-250
48
$705K 0.06%
15,051
-200
49
$658K 0.06%
2,405
+55
50
$645K 0.06%
7,240
+380
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