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
$1.22B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$32.7M
3
+$21.7M
4
CSCO icon
Cisco
CSCO
+$654K
5
ABBV icon
AbbVie
ABBV
+$645K

Top Sells

1
+$38.3M
2
+$25.6M
3
+$7.22M
4
BAC icon
Bank of America
BAC
+$5.22M
5
SCG
Scana
SCG
+$4.99M

Sector Composition

1 Financials 27.18%
2 Technology 21.18%
3 Industrials 15.07%
4 Consumer Discretionary 14.84%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$769K 0.06%
10,775
-986
52
$645K 0.05%
+6,673
53
$619K 0.05%
3,507
-50
54
$583K 0.05%
12,711
-13,722
55
$550K 0.04%
5,141
-252
56
$522K 0.04%
3,549
-124
57
$512K 0.04%
+10,415
58
$483K 0.04%
3,189
59
$459K 0.04%
4,348
-2,000
60
$446K 0.04%
2,350
61
$434K 0.04%
31,752
-4,000
62
– –
-26,800
63
$377K 0.03%
3,026
64
$377K 0.03%
4,650
-98
65
$371K 0.03%
3,049
66
$369K 0.03%
7,986
-1,137
67
$365K 0.03%
4,348
68
$327K 0.03%
3,817
-487
69
$309K 0.03%
6,771
-132
70
$302K 0.02%
+5,160
71
$288K 0.02%
11,815
-85
72
$284K 0.02%
2,494
-262
73
$265K 0.02%
826
-79
74
$255K 0.02%
+1,370
75
$241K 0.02%
+4,580
1 2
3
4