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
$1.13B
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$466K
3
+$421K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$390K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$267K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$1.79M
4
DHI icon
D.R. Horton
DHI
+$1.74M
5
WM icon
Waste Management
WM
+$1.7M

Sector Composition

1 Technology 23.74%
2 Financials 19.15%
3 Industrials 15.31%
4 Consumer Discretionary 11.94%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.3M 1.71%
2,172,915
-68,100
27
$16M 1.42%
307,084
-9,950
28
$13.2M 1.17%
903,175
-23,250
29
$11.1M 0.99%
125,462
-3,536
30
$10.9M 0.96%
139,583
-650
31
$10.5M 0.93%
192,842
-825
32
$10.3M 0.92%
89,281
-1,191
33
$8.12M 0.72%
376,845
-12,181
34
$8.03M 0.71%
544,575
-13,050
35
$6.05M 0.54%
223,620
-2,950
36
$5.29M 0.47%
45,667
-200
37
$5.05M 0.45%
73,137
-1,450
38
$4.84M 0.43%
58,224
-150
39
$3.11M 0.28%
59,916
-1,100
40
$2.23M 0.2%
22,986
41
$1.93M 0.17%
38,725
42
$1.4M 0.12%
14,990
43
$1.34M 0.12%
26,162
44
$1.27M 0.11%
6,017
-175
45
$1.06M 0.09%
2,405
46
$1.06M 0.09%
6,740
-200
47
$1.01M 0.09%
4,757
48
$841K 0.07%
2,511
+80
49
$801K 0.07%
7,770
-250
50
$698K 0.06%
4,686
-500
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