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
$768M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$14.8M
3
+$12.4M
4
TIME
Time Inc.
TIME
+$695K
5
MAS icon
Masco
MAS
+$390K

Top Sells

1
+$17.2M
2
+$15.1M
3
+$14M
4
AGN
Allergan plc
AGN
+$2.31M
5
CHS
Chicos FAS, Inc.
CHS
+$1.9M

Sector Composition

1 Financials 21.32%
2 Healthcare 20.6%
3 Consumer Discretionary 15.43%
4 Technology 13.49%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$209K 0.03%
4,829
52
$201K 0.03%
3,220
-224,335
53
– –
-10,881
54
– –
-42,023
55
– –
-1,840
56
– –
-1,400
57
– –
-118,600
58
– –
-13,199
1 2
3