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
$826M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$14.6M
3
+$2.69M
4
TMUS icon
T-Mobile US
TMUS
+$2.6M
5
MTG icon
MGIC Investment
MTG
+$2.25M

Top Sells

1
+$25.2M
2
+$19.1M
3
+$12.3M
4
HD icon
Home Depot
HD
+$3.37M
5
PFE icon
Pfizer
PFE
+$2.85M

Sector Composition

1 Financials 21.08%
2 Consumer Discretionary 17.68%
3 Healthcare 13.5%
4 Technology 11.21%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$540K 0.07%
5,500
52
$494K 0.06%
9,622
-400
53
$483K 0.06%
3,404
-133
54
$463K 0.06%
13,322
-2,580
55
$427K 0.05%
2
56
$424K 0.05%
2,782
+328
57
$407K 0.05%
3,242
+63
58
$407K 0.05%
26,800
59
$378K 0.05%
3,537
+114
60
$371K 0.04%
6,856
+235
61
$370K 0.04%
23,938
-2,782
62
$325K 0.04%
10,052
-115
63
$312K 0.04%
4,151
+288
64
$312K 0.04%
3,142
-166
65
$292K 0.04%
10,708
+684
66
$277K 0.03%
4,674
+153
67
$259K 0.03%
2,531
+80
68
$248K 0.03%
+2,112
69
$248K 0.03%
5,130
+258
70
$244K 0.03%
4,416
+304
71
$229K 0.03%
4,539
-482
72
$221K 0.03%
1,471
+31
73
$209K 0.03%
+1,828
74
$205K 0.02%
5,056
75
– –
-643,148
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3
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