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
$1.2B
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$236K
3
+$226K
4
HELE icon
Helen of Troy
HELE
+$221K
5
NEE icon
NextEra Energy
NEE
+$219K

Top Sells

1
+$5.4M
2
+$3.05M
3
+$1.71M
4
HD icon
Home Depot
HD
+$1.66M
5
TMUS icon
T-Mobile US
TMUS
+$1.42M

Sector Composition

1 Technology 27.98%
2 Financials 25.68%
3 Industrials 13.67%
4 Consumer Discretionary 10.17%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.62%
127,914
-825
27
$15.9M 1.33%
325,184
-2,184
28
$15.2M 1.27%
588,416
-2,650
29
$13.7M 1.14%
579,150
-1,100
30
$13.3M 1.11%
140,798
+325
31
$12.6M 1.05%
131,572
-400
32
$12.4M 1.04%
200,787
+1,800
33
$10.7M 0.9%
374,660
+7,168
34
$7.3M 0.61%
248,635
+150
35
$5.26M 0.44%
46,067
-300
36
$5.06M 0.42%
90,312
+4,040
37
$5.05M 0.42%
77,837
38
$4.7M 0.39%
58,134
-350
39
$3.23M 0.27%
63,616
40
$2.52M 0.21%
26,527
+705
41
$1.9M 0.16%
38,725
42
$1.32M 0.11%
26,162
-300
43
$1.01M 0.08%
4,862
44
$877K 0.07%
8,470
45
$874K 0.07%
6,752
-450
46
$832K 0.07%
3,876
-950
47
$819K 0.07%
15,051
48
$719K 0.06%
6,113
+735
49
$703K 0.06%
2,413
50
$624K 0.05%
4,487
+92
1
2
3 4