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
$906M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$635K
3
+$628K
4
FITB icon
Fifth Third Bancorp
FITB
+$531K
5
RDN icon
Radian Group
RDN
+$397K

Top Sells

1
+$3.43M
2
+$2M
3
+$1.67M
4
NWL icon
Newell Brands
NWL
+$1.12M
5
MAS icon
Masco
MAS
+$829K

Sector Composition

1 Financials 21.94%
2 Technology 19.77%
3 Consumer Discretionary 12.31%
4 Consumer Staples 10.69%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.05%
2
52
$430K 0.05%
11,715
-1,607
53
$384K 0.04%
3,457
-80
54
$373K 0.04%
3,236
-6
55
$372K 0.04%
+5,895
56
$324K 0.04%
11,480
-628
57
$322K 0.04%
8,533
-1,520
58
$308K 0.03%
4,151
59
$287K 0.03%
4,310
-364
60
$286K 0.03%
5,501
-633
61
$265K 0.03%
4,449
+147
62
$240K 0.03%
1,691
-658
63
$238K 0.03%
1,857
+29
64
$222K 0.02%
2,038
-121
65
$220K 0.02%
+1,317
66
$220K 0.02%
+3,814
67
$202K 0.02%
+1,800
68
$202K 0.02%
4,605
69
– –
-2,780
70
– –
-2,271
71
– –
-4,430
1 2
3