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
$972M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$2.06M
3
+$845K
4
C icon
Citigroup
C
+$612K
5
ADP icon
Automatic Data Processing
ADP
+$514K

Top Sells

1
+$27.9M
2
+$2.68M
3
+$977K
4
TMUS icon
T-Mobile US
TMUS
+$374K
5
ABBV icon
AbbVie
ABBV
+$372K

Sector Composition

1 Financials 25.64%
2 Technology 22.53%
3 Consumer Discretionary 11.16%
4 Consumer Staples 9.04%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.05%
+5,000
52
$488K 0.05%
2
53
$430K 0.04%
3,050
-800
54
$397K 0.04%
7,069
+2,620
55
$388K 0.04%
26,800
-391
56
$382K 0.04%
3,439
-18
57
$376K 0.04%
7,039
+1,538
58
$355K 0.04%
8,975
-2,740
59
$342K 0.04%
3,960
-350
60
$331K 0.03%
+28,152
61
$309K 0.03%
4,036
-115
62
$307K 0.03%
2,025
+334
63
$299K 0.03%
8,233
-300
64
$275K 0.03%
+11,829
65
$250K 0.03%
+2,040
66
$241K 0.02%
+800
67
$237K 0.02%
3,814
68
$227K 0.02%
+2,181
69
$223K 0.02%
+3,413
70
$221K 0.02%
+7,154
71
$218K 0.02%
+4,244
72
$215K 0.02%
2,059
+21
73
$214K 0.02%
1,857
74
$201K 0.02%
1,800
75
– –
-5,895
1 2
3
4