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
$1.21B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$592K
3
+$359K
4
SCHW icon
Charles Schwab
SCHW
+$304K
5
FFIV icon
F5
FFIV
+$255K

Top Sells

1
+$7.71M
2
+$647K
3
+$637K
4
TMUS icon
T-Mobile US
TMUS
+$561K
5
RSG icon
Republic Services
RSG
+$404K

Sector Composition

1 Technology 28.7%
2 Financials 25.63%
3 Industrials 13.8%
4 Consumer Discretionary 8.95%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.7M 1.63%
128,739
+1,245
27
$18M 1.49%
591,066
-2,755
28
$14.5M 1.2%
327,368
+534
29
$13M 1.08%
580,250
+8,250
30
$12.3M 1.02%
140,473
+1,760
31
$11.6M 0.96%
131,972
+1,462
32
$11M 0.91%
198,987
+2,060
33
$9.3M 0.77%
367,492
+14,180
34
$7.38M 0.61%
248,485
-1,140
35
$5.24M 0.43%
46,367
36
$4.71M 0.39%
58,484
-100
37
$4.63M 0.38%
77,837
38
$4.27M 0.35%
86,272
+116
39
$3.19M 0.26%
63,616
-50
40
$2.15M 0.18%
25,822
41
$1.9M 0.16%
38,725
42
$1.32M 0.11%
26,462
43
$1.04M 0.09%
4,862
-50
44
$1M 0.08%
7,202
-1,221
45
$1M 0.08%
4,826
46
$907K 0.08%
8,190
-250
47
$772K 0.06%
8,470
-2,458
48
$766K 0.06%
15,051
49
$709K 0.06%
2,413
+8
50
$638K 0.05%
6,740
-500
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