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
$722M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$13.1M
3
+$12.8M
4
T icon
AT&T
T
+$6.61M
5
ORI icon
Old Republic International
ORI
+$6.6M

Top Sells

1
+$10.9M
2
+$10.2M
3
+$5.12M
4
KO icon
Coca-Cola
KO
+$3.5M
5
AGN
Allergan plc
AGN
+$3.41M

Sector Composition

1 Financials 21.3%
2 Healthcare 19.83%
3 Consumer Discretionary 15.58%
4 Consumer Staples 10.28%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.04%
11,282
52
$311K 0.04%
7,531
53
$258K 0.04%
5,216
54
$243K 0.03%
2,991
-1,609
55
$240K 0.03%
+2,157
56
$211K 0.03%
+2,325
57
– –
-4,501
58
– –
-3,308
59
– –
-2,281
60
– –
-12,004
61
– –
-5,500
62
– –
-3,330
63
– –
-2,770
1 2
3