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
$893M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$815K
2 +$666K
3 +$575K
4
EBAY icon
eBay
EBAY
+$573K
5
BAC icon
Bank of America
BAC
+$554K

Top Sells

1 +$1.03M
2 +$459K
3 +$239K
4
DTV
DIRECTV COM STK (DE)
DTV
+$220K
5
ABBV icon
AbbVie
ABBV
+$211K

Sector Composition

1 Healthcare 21.93%
2 Financials 20.39%
3 Consumer Discretionary 16.86%
4 Technology 13.09%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$250K 0.03%
7,984
+987
52
$231K 0.03%
4,995
53
$220K 0.02%
1,375
+114
54
$214K 0.02%
+2,153
55
$211K 0.02%
4,829
56
-3,225
57
-2,628