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
$885M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$245K
3
+$213K
4
ED icon
Consolidated Edison
ED
+$74.1K
5
AAPL icon
Apple
AAPL
+$53.4K

Top Sells

1
+$44.7M
2
+$33.9M
3
+$6.79M
4
MSI icon
Motorola Solutions
MSI
+$2.39M
5
TMUS icon
T-Mobile US
TMUS
+$2.23M

Sector Composition

1 Technology 26.38%
2 Financials 21.12%
3 Industrials 17.19%
4 Consumer Discretionary 9.4%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.37%
937,525
-57,185
27
$11M 1.25%
141,358
+950
28
$10.6M 1.2%
196,062
-5,000
29
$10.4M 1.18%
129,117
-2,675
30
$8.61M 0.97%
564,275
-14,475
31
$8.35M 0.94%
379,460
-2,946
32
$5.73M 0.65%
90,172
+840
33
$5.18M 0.59%
45,867
-200
34
$4.86M 0.55%
59,174
-2,240
35
$4.52M 0.51%
74,887
-2,400
36
$4.21M 0.48%
226,270
-7,450
37
$3.06M 0.35%
61,116
-2,500
38
$2.03M 0.23%
22,986
-2,030
39
$1.89M 0.21%
38,725
40
$1.34M 0.15%
14,990
41
$1.28M 0.15%
26,162
42
$957K 0.11%
6,067
+1,350
43
$858K 0.1%
4,692
-220
44
$804K 0.09%
3,121
+1,730
45
$757K 0.09%
7,970
46
$682K 0.08%
2,405
47
$675K 0.08%
5,147
-288
48
$657K 0.07%
6,740
49
$622K 0.07%
14,051
-1,000
50
$617K 0.07%
11,404
-151
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