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
$1.12B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$3.54M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.27M
5
AAPL icon
Apple
AAPL
+$1.88M

Top Sells

1
+$509K
2
+$448K
3
+$418K
4
BAC icon
Bank of America
BAC
+$290K
5
ADI icon
Analog Devices
ADI
+$255K

Sector Composition

1 Financials 27.8%
2 Technology 22.4%
3 Consumer Discretionary 11.04%
4 Industrials 9.42%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.07%
11,761
52
$745K 0.07%
6,708
+450
53
$695K 0.06%
3,793
+23
54
$676K 0.06%
+6,348
55
$608K 0.05%
3,557
+750
56
$515K 0.05%
5,393
+1,350
57
$499K 0.04%
3,673
-208
58
$450K 0.04%
+3,189
59
$445K 0.04%
2,350
60
$412K 0.04%
26,800
61
$407K 0.04%
+35,752
62
$370K 0.03%
+3,049
63
$367K 0.03%
+4,348
64
$365K 0.03%
4,748
+1,000
65
$347K 0.03%
9,123
-300
66
$338K 0.03%
3,431
-152
67
$326K 0.03%
+3,026
68
$321K 0.03%
4,304
69
$304K 0.03%
4,982
-419
70
$290K 0.03%
2,756
71
$281K 0.03%
905
72
$264K 0.02%
6,903
-179
73
$263K 0.02%
1,800
74
$252K 0.02%
2,040
75
$251K 0.02%
9,710
1 2
3
4