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
$1.11B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$31.2M
3
+$261K
4
AMGN icon
Amgen
AMGN
+$227K
5
T icon
AT&T
T
+$218K

Top Sells

1
+$2.6M
2
+$2.38M
3
+$1.6M
4
CIEN icon
Ciena
CIEN
+$1.12M
5
TXN icon
Texas Instruments
TXN
+$1.04M

Sector Composition

1 Technology 24.76%
2 Financials 20.24%
3 Industrials 15.13%
4 Consumer Discretionary 10.42%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 1.65%
2,241,015
-46,150
27
$18M 1.61%
317,034
-2,000
28
$14.4M 1.29%
926,425
-11,100
29
$10.3M 0.93%
128,998
-119
30
$10.1M 0.91%
140,233
-1,125
31
$10M 0.9%
193,667
-2,395
32
$9.1M 0.82%
557,625
-6,650
33
$8.88M 0.8%
389,026
+9,566
34
$8.25M 0.74%
90,472
+300
35
$6.17M 0.55%
226,570
+300
36
$5.29M 0.48%
45,867
37
$4.85M 0.44%
58,374
-800
38
$4.66M 0.42%
74,587
-300
39
$3.15M 0.28%
61,016
-100
40
$2.02M 0.18%
22,986
41
$1.93M 0.17%
38,725
42
$1.4M 0.13%
14,990
43
$1.33M 0.12%
26,162
44
$1.26M 0.11%
6,192
+125
45
$957K 0.09%
6,940
+200
46
$871K 0.08%
2,405
47
$849K 0.08%
4,757
+65
48
$783K 0.07%
8,020
+50
49
$750K 0.07%
2,431
-690
50
$729K 0.07%
5,186
+39
1
2
3 4