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
$1.19B
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$1.8M
3
+$1.07M
4
WM icon
Waste Management
WM
+$1.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$665K

Top Sells

1
+$34.3M
2
+$530K
3
+$508K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$414K
5
CBOE icon
Cboe Global Markets
CBOE
+$377K

Sector Composition

1 Financials 28.11%
2 Technology 21.85%
3 Consumer Discretionary 16.51%
4 Industrials 14.56%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$665K 0.06%
+3,333
52
$592K 0.05%
3,707
+200
53
$590K 0.05%
9,475
-1,300
54
$578K 0.05%
13,311
+600
55
$565K 0.05%
5,141
56
$503K 0.04%
3,633
+84
57
$485K 0.04%
2,350
58
$449K 0.04%
8,623
+637
59
$433K 0.04%
31,752
60
$429K 0.04%
4,162
-186
61
$404K 0.03%
4,273
-2,400
62
$395K 0.03%
+5,295
63
– –
0
64
$388K 0.03%
5,360
+200
65
$375K 0.03%
2,139
-1,050
66
$363K 0.03%
4,348
67
$358K 0.03%
3,917
+100
68
$339K 0.03%
6,766
-5
69
$331K 0.03%
+5,180
70
$314K 0.03%
4,650
71
$307K 0.03%
+5,903
72
$298K 0.03%
2,494
73
$297K 0.03%
2,532
-517
74
$277K 0.02%
11,815
75
$272K 0.02%
806
-20
1 2
3
4