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
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$757K
3
+$734K
4
C icon
Citigroup
C
+$725K
5
LEN icon
Lennar Class A
LEN
+$691K

Top Sells

1
+$20.9M
2
+$467K
3
+$362K
4
ADP icon
Automatic Data Processing
ADP
+$308K
5
GE icon
GE Aerospace
GE
+$245K

Sector Composition

1 Financials 27.44%
2 Technology 22.68%
3 Consumer Discretionary 10.95%
4 Consumer Staples 9.57%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$424K 0.04%
2,807
+41
52
$410K 0.04%
2,350
53
$406K 0.04%
26,800
54
$381K 0.04%
3,583
+852
55
$370K 0.04%
4,043
+118
56
$330K 0.03%
5,401
-1,154
57
$318K 0.03%
9,423
+1,170
58
$297K 0.03%
4,304
+290
59
$287K 0.03%
3,748
-288
60
$285K 0.03%
7,082
-20
61
$258K 0.02%
2,756
-132
62
$252K 0.02%
2,040
63
$251K 0.02%
905
64
$246K 0.02%
4,744
-500
65
$240K 0.02%
9,710
-2,119
66
$239K 0.02%
1,800
67
$233K 0.02%
6,525
-600
68
$226K 0.02%
1,959
-500
69
$222K 0.02%
+4,780
70
$210K 0.02%
1,220
-170
71
$205K 0.02%
2,000
-3,000
72
$188K 0.02%
+10,000
73
– –
-28,152
74
– –
-1,718
75
– –
-1,745
1 2
3
4