SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$741K
2
+$470K
3
+$463K
4
MS icon
Morgan Stanley
MS
+$388K
5
TOL icon
Toll Brothers
TOL
+$382K

Top Sells

1
+$1.73M
2
+$413K
3
+$401K
4
HSH
HILLSHIRE BRANDS CO
HSH
+$201K
5
DHI icon
D.R. Horton
DHI
+$88.1K

Sector Composition

1 Financials 21.98%
2 Healthcare 20.39%
3 Consumer Discretionary 15.68%
4 Technology 12.9%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.03%
2,460
-500
52
$202K 0.03%
4,829
53
– –
-3,220
1 2
3