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
$1.43B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$37.3M
3
+$371K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K
5
XOM icon
Exxon Mobil
XOM
+$336K

Top Sells

1
+$20.8M
2
+$19.7M
3
+$9.07M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$8.92M
5
TMUS icon
T-Mobile US
TMUS
+$2.26M

Sector Composition

1 Technology 21.77%
2 Consumer Discretionary 18.99%
3 Financials 18.77%
4 Industrials 18.26%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23M 1.61%
308,304
-2,050
27
$22M 1.54%
326,355
-2,770
28
$21.5M 1.51%
347,475
+870
29
$21.4M 1.5%
922,045
+550
30
$17.5M 1.23%
600,219
-306,056
31
$12.5M 0.88%
572,680
+1,025
32
$12.2M 0.85%
126,282
-1,400
33
$12M 0.84%
193,711
-2,250
34
$10.6M 0.75%
142,358
+450
35
$10.5M 0.74%
86,272
-2,034
36
$9.09M 0.64%
397,466
+2,926
37
$8.9M 0.62%
222,570
+2,100
38
$5.27M 0.37%
45,417
39
$4.8M 0.34%
72,112
+125
40
$4.76M 0.33%
57,959
41
$3.1M 0.22%
59,916
42
$2.44M 0.17%
26,081
-3,653
43
$1.92M 0.13%
38,725
44
$1.68M 0.12%
8,690
-107,745
45
$1.34M 0.09%
26,162
46
$1.33M 0.09%
14,990
47
$1.24M 0.09%
5,243
-151
48
$1.1M 0.08%
4,294
-113
49
$1.07M 0.08%
6,920
50
$859K 0.06%
7,220
-450
1
2
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