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
$858M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$969K
2 +$740K
3 +$606K
4
XLNX
Xilinx Inc
XLNX
+$504K
5
LLY icon
Eli Lilly
LLY
+$500K

Top Sells

1 +$513K
2 +$317K
3 +$274K
4
DTV
DIRECTV COM STK (DE)
DTV
+$210K
5
KO icon
Coca-Cola
KO
+$77.5K

Sector Composition

1 Financials 21.25%
2 Healthcare 20.82%
3 Consumer Discretionary 15.79%
4 Technology 12.74%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$254K 0.03%
6,997
+397
52
$239K 0.03%
2,628
+168
53
$225K 0.03%
+4,995
54
$217K 0.03%
4,829
55
$211K 0.02%
+3,225
56
$201K 0.02%
+1,261