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
$1.48B
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$229K
3
+$211K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209K
5
DHR icon
Danaher
DHR
+$204K

Top Sells

1
+$9.81M
2
+$3.44M
3
+$1.89M
4
HD icon
Home Depot
HD
+$1.56M
5
WM icon
Waste Management
WM
+$1.43M

Sector Composition

1 Technology 21.64%
2 Financials 20.6%
3 Industrials 18.01%
4 Consumer Discretionary 18.01%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.1M 1.9%
188,470
-1,825
27
$22.1M 1.49%
324,920
-4,235
28
$20.9M 1.42%
921,420
-8,525
29
$18.3M 1.24%
348,450
-713
30
$13.1M 0.88%
564,380
-9,300
31
$12.1M 0.82%
85,426
+124
32
$12M 0.81%
122,817
-1,636
33
$11.7M 0.79%
189,015
-2,771
34
$11M 0.75%
+199,520
35
$10.6M 0.72%
213,995
-8,325
36
$10.2M 0.69%
141,145
-75
37
$7.74M 0.52%
379,403
-18,527
38
$5.25M 0.36%
45,148
-69
39
$4.28M 0.29%
52,209
-1,550
40
$3.88M 0.26%
62,012
-6,000
41
$3.06M 0.21%
59,248
-18
42
$1.91M 0.13%
38,725
43
$1.91M 0.13%
21,631
-2,200
44
$1.55M 0.1%
5,493
+225
45
$1.34M 0.09%
26,162
46
$1.24M 0.08%
7,455
-635
47
$1.18M 0.08%
7,200
+100
48
$1.17M 0.08%
13,126
+136
49
$1.17M 0.08%
4,294
50
$1.03M 0.07%
1,805
1
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