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
$1.33B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$113K
3
+$64.2K
4
PCAR icon
PACCAR
PCAR
+$46.6K
5
SO icon
Southern Company
SO
+$38.9K

Top Sells

1
+$1.76M
2
+$908K
3
+$847K
4
BX icon
Blackstone
BX
+$810K
5
AMD icon
Advanced Micro Devices
AMD
+$710K

Sector Composition

1 Technology 25.22%
2 Industrials 16.91%
3 Financials 16.78%
4 Consumer Discretionary 13.48%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFF icon
26
iShares Preferred and Income Securities ETF
PFF
$14.7B
$23.2M 1.74%
705,795
-2,000
BX icon
27
Blackstone
BX
$125B
$23M 1.73%
252,113
-8,876
GM icon
28
General Motors
GM
$55.2B
$21.3M 1.6%
669,112
-2,933
PCAR icon
29
PACCAR
PCAR
$51.2B
$20.3M 1.52%
369,360
+849
RDN icon
30
Radian Group
RDN
$4.55B
$18.1M 1.36%
922,756
-12,570
BBWI icon
31
Bath & Body Works
BBWI
$5.32B
$15.5M 1.16%
574,653
-9,692
ED icon
32
Consolidated Edison
ED
$36.7B
$14M 1.05%
146,735
+675
SO icon
33
Southern Company
SO
$107B
$13.9M 1.04%
194,251
+545
SRCL
34
DELISTED
Stericycle Inc
SRCL
$13.7M 1.03%
312,333
-8,726
DUK icon
35
Duke Energy
DUK
$100B
$13.6M 1.02%
126,740
-1,022
ORI icon
36
Old Republic International
ORI
$10.4B
$12.8M 0.96%
570,380
+1,025
AAPL icon
37
Apple
AAPL
$3.89T
$11.5M 0.87%
84,389
-999
MPW icon
38
Medical Properties Trust
MPW
$3.14B
$10.6M 0.79%
678,850
-1,150
AB icon
39
AllianceBernstein
AB
$4.37B
$8.51M 0.64%
204,625
+150
VSCO icon
40
Victoria's Secret
VSCO
$2.53B
$5.53M 0.42%
197,760
-1,320
MUB icon
41
iShares National Muni Bond ETF
MUB
$40.3B
$4.73M 0.36%
44,491
-300
XEL icon
42
Xcel Energy
XEL
$48.1B
$4.25M 0.32%
59,662
-350
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$39B
$3.74M 0.28%
48,696
WEC icon
44
WEC Energy
WEC
$37.8B
$2.89M 0.22%
28,679
TFI icon
45
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.31B
$2.55M 0.19%
55,660
-888
SHM icon
46
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$1.72M 0.13%
36,425
-1,500
MSFT icon
47
Microsoft
MSFT
$3.84T
$1.41M 0.11%
5,485
-549
ITM icon
48
VanEck Intermediate Muni ETF
ITM
$2B
$1.18M 0.09%
25,837
-325
BRK.B icon
49
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.02M 0.08%
3,722
-429
BIV icon
50
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$962K 0.07%
12,390
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