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
$1.5B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$366K
3
+$274K
4
GM icon
General Motors
GM
+$243K
5
ADBE icon
Adobe
ADBE
+$238K

Top Sells

1
+$17.5M
2
+$1.14M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$629K
5
XLNX
Xilinx Inc
XLNX
+$622K

Sector Composition

1 Technology 21.83%
2 Financials 19.81%
3 Consumer Discretionary 18.22%
4 Industrials 18.13%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.1M 1.87%
208,131
-2,350
27
$23.6M 1.57%
329,155
+2,800
28
$20.8M 1.39%
349,163
+1,688
29
$20.7M 1.38%
929,945
+7,900
30
$14.3M 0.95%
573,680
+1,000
31
$12.3M 0.82%
124,453
-1,829
32
$11.7M 0.78%
85,302
-970
33
$11.6M 0.77%
191,786
-1,925
34
$10.4M 0.69%
222,320
-250
35
$10.1M 0.68%
141,220
-1,138
36
$8.65M 0.58%
397,930
+464
37
$5.3M 0.35%
45,217
-200
38
$4.48M 0.3%
68,012
-4,100
39
$4.42M 0.29%
53,759
-4,200
40
$3.09M 0.21%
59,266
-650
41
$2.12M 0.14%
23,831
-2,250
42
$1.92M 0.13%
38,725
43
$1.46M 0.1%
8,090
-600
44
$1.43M 0.1%
5,268
+25
45
$1.36M 0.09%
26,162
46
$1.22M 0.08%
7,100
+180
47
$1.19M 0.08%
4,294
48
$1.17M 0.08%
12,990
-2,000
49
$911K 0.06%
1,805
50
$790K 0.05%
5,078
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