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
$869M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$23.2M
3
+$22.5M
4
RSG icon
Republic Services
RSG
+$16.5M
5
XLNX
Xilinx Inc
XLNX
+$816K

Top Sells

1
+$27.9M
2
+$2.44M
3
+$1.43M
4
HD icon
Home Depot
HD
+$589K
5
NWL icon
Newell Brands
NWL
+$531K

Sector Composition

1 Financials 25.76%
2 Consumer Discretionary 19.94%
3 Healthcare 14.88%
4 Technology 9.66%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.05%
3,537
-115
52
$458K 0.05%
10,022
-150
53
$419K 0.05%
26,720
-482
54
$396K 0.05%
2
55
$388K 0.04%
26,800
56
$376K 0.04%
3,179
+450
57
$366K 0.04%
2,454
+298
58
$350K 0.04%
10,167
+1,241
59
$348K 0.04%
3,308
-54
60
$338K 0.04%
3,423
+94
61
$306K 0.04%
6,621
+1,766
62
$299K 0.03%
+4,521
63
$265K 0.03%
4,872
64
$264K 0.03%
10,024
-360
65
$261K 0.03%
3,863
66
$253K 0.03%
5,021
67
$251K 0.03%
+5,605
68
$245K 0.03%
2,451
+50
69
$234K 0.03%
+1,440
70
$228K 0.03%
+4,112
71
$220K 0.03%
+4,895
72
$216K 0.02%
5,056
-1,350
73
$212K 0.02%
+7,502
1 2
3