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
$1.28B
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$26.3K
2
+$8.61K
3
+$7.5K
4
AMT icon
American Tower
AMT
+$4.71K
5
DHR icon
Danaher
DHR
+$4.59K

Top Sells

1
+$3.69M
2
+$2.33M
3
+$1.75M
4
TMUS icon
T-Mobile US
TMUS
+$1.67M
5
MS icon
Morgan Stanley
MS
+$1.27M

Sector Composition

1 Technology 24.36%
2 Financials 17.3%
3 Industrials 17.25%
4 Consumer Discretionary 14.08%
5 Healthcare 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
51
Amazon
AMZN
$2.48T
$692K 0.05%
6,125
-575
JNJ icon
52
Johnson & Johnson
JNJ
$496B
$662K 0.05%
4,052
-247
FISV
53
Fiserv Inc
FISV
$35.5B
$592K 0.05%
6,329
FAST icon
54
Fastenal
FAST
$47.2B
$551K 0.04%
23,920
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$3.87T
$549K 0.04%
5,740
+20
LLY icon
56
Eli Lilly
LLY
$928B
$474K 0.04%
1,465
ONB icon
57
Old National Bancorp
ONB
$8.63B
$467K 0.04%
28,340
JPM icon
58
JPMorgan Chase
JPM
$848B
$447K 0.03%
4,276
-129
TMO icon
59
Thermo Fisher Scientific
TMO
$220B
$439K 0.03%
865
+6
VBR icon
60
Vanguard Small-Cap Value ETF
VBR
$32B
$427K 0.03%
2,976
+60
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
$415K 0.03%
5,593
MCD icon
62
McDonald's
MCD
$220B
$412K 0.03%
1,785
-197
V icon
63
Visa
V
$640B
$380K 0.03%
2,138
-48
SPY icon
64
SPDR S&P 500 ETF Trust
SPY
$701B
$359K 0.03%
1,000
MA icon
65
Mastercard
MA
$497B
$356K 0.03%
1,252
-72
SHY icon
66
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$341K 0.03%
4,194
MRK icon
67
Merck
MRK
$255B
$338K 0.03%
3,893
+303
KO icon
68
Coca-Cola
KO
$305B
$331K 0.03%
5,854
+28
SPGI icon
69
S&P Global
SPGI
$151B
$325K 0.03%
1,063
+10
ABT icon
70
Abbott
ABT
$218B
$312K 0.02%
3,222
-82
AON icon
71
Aon
AON
$73.9B
$305K 0.02%
1,139
+28
XOM icon
72
Exxon Mobil
XOM
$497B
$304K 0.02%
3,483
-700
LQD icon
73
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.2B
$274K 0.02%
2,671
-562
IEF icon
74
iShares 7-10 Year Treasury Bond ETF
IEF
$45.2B
$251K 0.02%
2,612
IJR icon
75
iShares Core S&P Small-Cap ETF
IJR
$89.1B
$240K 0.02%
2,756
-200
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3
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