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
$754M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$938K
4
DHI icon
D.R. Horton
DHI
+$824K
5
SCG
Scana
SCG
+$780K

Top Sells

1
+$627K
2
+$602K
3
+$405K
4
KO icon
Coca-Cola
KO
+$314K
5
LOW icon
Lowe's Companies
LOW
+$258K

Sector Composition

1 Financials 22.12%
2 Healthcare 21.04%
3 Consumer Discretionary 15.1%
4 Consumer Staples 9.27%
5 Technology 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.03%
2,991
52
$221K 0.03%
1,840
-317
53
$209K 0.03%
1,400
-1,000
54
$207K 0.03%
+4,829
55
– –
-5,216
56
– –
-12,698
57
– –
-2,325
1 2
3