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
$1.27B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$22.5M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$736K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$638K

Top Sells

1
+$31.8M
2
+$8.17M
3
+$4.75M
4
HD icon
Home Depot
HD
+$3.29M
5
DHI icon
D.R. Horton
DHI
+$2.44M

Sector Composition

1 Financials 27.28%
2 Technology 23.57%
3 Industrials 19.73%
4 Consumer Discretionary 8.77%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.5M 1.77%
+353,015
27
$19.7M 1.55%
128,435
+521
28
$18.3M 1.44%
327,834
+2,650
29
$12.9M 1.02%
578,750
-400
30
$12.8M 1.01%
201,062
+275
31
$12.7M 1%
140,408
-390
32
$12M 0.94%
131,792
+220
33
$11.3M 0.89%
382,406
+7,746
34
$7.07M 0.56%
233,720
-14,915
35
$6.79M 0.53%
267,115
-321,301
36
$6.56M 0.52%
89,332
-980
37
$5.25M 0.41%
46,067
38
$4.95M 0.39%
61,414
+3,280
39
$4.91M 0.39%
77,287
-550
40
$3.22M 0.25%
63,616
41
$2.31M 0.18%
25,016
-1,511
42
$1.9M 0.15%
38,725
43
$1.31M 0.1%
26,162
44
$1.31M 0.1%
+14,990
45
$1.11M 0.09%
4,912
+50
46
$922K 0.07%
7,970
-500
47
$859K 0.07%
6,163
+50
48
$833K 0.07%
15,051
49
$793K 0.06%
5,435
-1,317
50
$781K 0.06%
2,405
-8
1
2
3 4