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
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$23.2M
3
+$23M
4
PCAR icon
PACCAR
PCAR
+$19.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$16.1M

Top Sells

1
+$25.3M
2
+$25.1M
3
+$22.9M
4
BAC icon
Bank of America
BAC
+$20.5M
5
HD icon
Home Depot
HD
+$6.4M

Sector Composition

1 Technology 22.04%
2 Industrials 18.68%
3 Financials 18.61%
4 Consumer Discretionary 12.32%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.58%
310,354
+3,270
27
$19.9M 1.56%
+346,605
28
$18.7M 1.46%
921,495
+18,320
29
$16.1M 1.26%
+906,275
30
$12M 0.94%
195,961
+3,119
31
$11.7M 0.92%
88,306
-975
32
$11.7M 0.92%
127,682
+2,220
33
$11.3M 0.88%
571,655
+27,080
34
$10.3M 0.8%
141,908
+2,325
35
$8.57M 0.67%
394,540
+17,695
36
$7.45M 0.58%
220,470
-3,150
37
$5.32M 0.42%
45,417
-250
38
$4.8M 0.38%
57,959
-265
39
$4.8M 0.38%
71,987
-1,150
40
$3.15M 0.25%
59,916
41
$2.74M 0.21%
29,734
+6,748
42
$1.93M 0.15%
38,725
43
$1.39M 0.11%
14,990
44
$1.36M 0.11%
26,162
45
$1.2M 0.09%
5,394
-623
46
$1.13M 0.09%
6,920
+180
47
$1.02M 0.08%
4,407
-350
48
$934K 0.07%
2,005
-400
49
$873K 0.07%
7,670
-100
50
$823K 0.06%
2,200
-311
1
2
3 4