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
$1.58B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$61.7M
2 +$41M
3 +$31.6M
4
TMUS icon
T-Mobile US
TMUS
+$1.4M
5
WEC icon
WEC Energy
WEC
+$771K

Top Sells

1 +$82M
2 +$10.3M
3 +$8.91M
4
HD icon
Home Depot
HD
+$5.95M
5
WM icon
Waste Management
WM
+$4.8M

Sector Composition

1 Technology 26.95%
2 Financials 17.58%
3 Industrials 16.31%
4 Consumer Discretionary 14.9%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$28.6M 1.82%
188,436
-636
27
$27.9M 1.77%
584,345
-11,645
28
$26.6M 1.69%
1,964,877
-48,913
29
$25.8M 1.64%
707,795
+4,375
30
$21.6M 1.37%
368,511
+5,593
31
$20.8M 1.32%
935,326
+14,006
32
$18.9M 1.2%
321,059
-861
33
$14.9M 0.95%
85,388
-1,058
34
$14.7M 0.94%
569,355
+1,650
35
$14.4M 0.91%
680,000
+5,200
36
$14.3M 0.91%
127,762
+2,721
37
$14M 0.89%
193,706
+2,277
38
$13.8M 0.88%
146,060
+1,315
39
$10.2M 0.65%
199,080
-1,776
40
$9.61M 0.61%
204,475
-365
41
$4.91M 0.31%
44,791
+673
42
$4.33M 0.28%
60,012
43
$3.79M 0.24%
48,696
-636
44
$2.86M 0.18%
28,679
+7,724
45
$2.71M 0.17%
56,548
-550
46
$1.86M 0.12%
6,034
+107
47
$1.79M 0.11%
37,925
48
$1.47M 0.09%
4,151
-400
49
$1.3M 0.08%
7,980
+200
50
$1.24M 0.08%
26,162