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
$766M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.11M
3
+$910K
4
FITB icon
Fifth Third Bancorp
FITB
+$749K
5
BAC icon
Bank of America
BAC
+$685K

Top Sells

1
+$48M
2
+$40.4M
3
+$20.6M
4
EBAY icon
eBay
EBAY
+$14.1M
5
MAS icon
Masco
MAS
+$2.87M

Sector Composition

1 Financials 28.76%
2 Healthcare 18.67%
3 Consumer Discretionary 18.58%
4 Technology 10.41%
5 Communication Services 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.05%
26,800
52
$344K 0.04%
3,362
53
$301K 0.04%
3,329
+996
54
$286K 0.04%
10,384
-1,768
55
$272K 0.04%
3,863
56
$269K 0.04%
8,926
+700
57
$269K 0.04%
+2,729
58
$263K 0.03%
6,406
+1,000
59
$261K 0.03%
+2,156
60
$250K 0.03%
4,872
61
$237K 0.03%
5,021
+288
62
$226K 0.03%
2,401
-500
63
$211K 0.03%
+4,855
64
– –
-4,745
65
– –
-1,440
66
– –
-1,096
67
– –
-706,718
68
– –
-319,183
69
– –
-1,027,183
70
– –
-3,150
1 2
3