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
$1.05B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$839K
3
+$659K
4
PG icon
Procter & Gamble
PG
+$555K
5
LEN icon
Lennar Class A
LEN
+$456K

Top Sells

1
+$15.4M
2
+$13.2M
3
+$1.06M
4
BAC icon
Bank of America
BAC
+$868K
5
TXN icon
Texas Instruments
TXN
+$819K

Sector Composition

1 Financials 26.12%
2 Technology 23.19%
3 Consumer Discretionary 10.51%
4 Consumer Staples 9.11%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.05%
2
52
$409K 0.04%
3,414
-25
53
$397K 0.04%
6,555
-514
54
$393K 0.04%
2,766
+909
55
$392K 0.04%
26,800
56
$362K 0.03%
28,152
57
$361K 0.03%
2,350
-700
58
$345K 0.03%
3,925
-35
59
$313K 0.03%
4,036
60
$310K 0.03%
2,731
+550
61
$298K 0.03%
8,253
+20
62
$287K 0.03%
7,125
-1,850
63
$281K 0.03%
11,829
64
$275K 0.03%
2,459
+400
65
$270K 0.03%
5,244
+1,000
66
$264K 0.03%
4,014
+200
67
$257K 0.02%
+2,888
68
$251K 0.02%
2,040
69
$249K 0.02%
7,102
-52
70
$245K 0.02%
1,718
-307
71
$242K 0.02%
+905
72
$230K 0.02%
+1,745
73
$228K 0.02%
+1,390
74
$227K 0.02%
+2,016
75
$224K 0.02%
+2,700
1 2
3
4