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
$920M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$16.3M
3
+$3.25M
4
BLD icon
TopBuild
BLD
+$2.97M
5
XLNX
Xilinx Inc
XLNX
+$884K

Top Sells

1
+$29M
2
+$4.91M
3
+$3.27M
4
BMY icon
Bristol-Myers Squibb
BMY
+$606K
5
VTRS icon
Viatris
VTRS
+$574K

Sector Composition

1 Financials 25.49%
2 Healthcare 21.84%
3 Consumer Discretionary 16.46%
4 Technology 9%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$381K 0.04%
8,462
+932
52
$379K 0.04%
+1,096
53
$363K 0.04%
26,800
54
$292K 0.03%
3,150
-312,889
55
$274K 0.03%
+4,872
56
$271K 0.03%
+2,901
57
$258K 0.03%
3,863
-98
58
$257K 0.03%
+4,733
59
$250K 0.03%
8,226
+242
60
$235K 0.03%
+4,806
61
$235K 0.03%
5,406
+577
62
$233K 0.03%
4,745
-250
63
$227K 0.02%
2,333
+180
64
$221K 0.02%
1,440
+65
1 2
3