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
$1.71B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.9M
3
+$1.11M
4
CSCO icon
Cisco
CSCO
+$1.02M
5
PCAR icon
PACCAR
PCAR
+$851K

Top Sells

1
+$7.74M
2
+$1.81M
3
+$1.75M
4
XLNX
Xilinx Inc
XLNX
+$1.69M
5
HD icon
Home Depot
HD
+$1.25M

Sector Composition

1 Technology 21.74%
2 Consumer Discretionary 19.37%
3 Financials 18.4%
4 Industrials 17%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29M 1.7%
2,013,790
-6,600
27
$27.7M 1.62%
+703,420
28
$21.4M 1.25%
362,918
+14,468
29
$19.5M 1.14%
921,320
-100
30
$19.2M 1.12%
321,920
-3,000
31
$15.9M 0.93%
+674,800
32
$15.3M 0.9%
86,446
+1,020
33
$14M 0.82%
567,705
+3,325
34
$13.1M 0.77%
191,429
+2,414
35
$13.1M 0.77%
125,041
+2,224
36
$12.3M 0.72%
144,745
+3,600
37
$11.2M 0.65%
200,856
+1,336
38
$10M 0.59%
204,840
-9,155
39
$5.13M 0.3%
44,118
-1,030
40
$4.06M 0.24%
60,012
-2,000
41
$3.99M 0.23%
49,332
-2,877
42
$2.95M 0.17%
57,098
-2,150
43
$2.03M 0.12%
20,955
-676
44
$1.99M 0.12%
5,927
+434
45
$1.86M 0.11%
37,925
-800
46
$1.36M 0.08%
4,551
+257
47
$1.34M 0.08%
26,162
48
$1.3M 0.08%
7,780
+580
49
$1.23M 0.07%
1,848
+43
50
$1.21M 0.07%
6,961
-494
1
2
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