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

Top Buys

1
+$23.1M
2
+$15.6M
3
+$3.31M
4
XLNX
Xilinx Inc
XLNX
+$902K
5
FITB
Fifth Third Bancorp
FITB
+$691K

Top Sells

1
+$28.3M
2
+$4.82M
3
+$3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$600K
5
VTRS icon
Viatris
VTRS
+$598K

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
$379K 0.04%
+1,096
52
$363K 0.04%
26,800
53
$292K 0.03%
3,150
-312,889
54
$274K 0.03%
+4,872
55
$271K 0.03%
+2,901
56
$258K 0.03%
3,863
-98
57
$257K 0.03%
+4,733
58
$250K 0.03%
8,226
+242
59
$235K 0.03%
+4,806
60
$235K 0.03%
5,406
+577
61
$233K 0.03%
4,745
-250
62
$227K 0.02%
2,333
+180
63
$221K 0.02%
1,440
+65
1 2
3