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
$1.16B
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$639K
3
+$484K
4
TEX icon
Terex
TEX
+$470K
5
XLNX
Xilinx Inc
XLNX
+$394K

Top Sells

1
+$1.04M
2
+$776K
3
+$706K
4
BAC icon
Bank of America
BAC
+$691K
5
HD icon
Home Depot
HD
+$676K

Sector Composition

1 Financials 27.27%
2 Technology 22.9%
3 Consumer Discretionary 16.37%
4 Industrials 14.52%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$801K 0.07%
9,390
-260
52
$771K 0.07%
4,133
+800
53
$701K 0.06%
3,607
-100
54
$672K 0.06%
8,120
+2,825
55
$594K 0.05%
13,551
+240
56
$529K 0.05%
5,162
+1,000
57
$515K 0.04%
4,941
-200
58
$509K 0.04%
5,163
+1,246
59
$487K 0.04%
2,350
60
$476K 0.04%
3,445
-188
61
$475K 0.04%
9,553
+930
62
$433K 0.04%
5,100
-260
63
$415K 0.04%
2,114
-25
64
– –
0
65
$382K 0.03%
31,752
66
$368K 0.03%
6,348
+445
67
$363K 0.03%
2,744
+250
68
$362K 0.03%
4,348
69
$359K 0.03%
5,180
70
$352K 0.03%
6,592
-174
71
$349K 0.03%
+3,326
72
$328K 0.03%
6,556
+2,350
73
$310K 0.03%
4,552
-98
74
$290K 0.03%
2,532
75
$286K 0.02%
1,370
1 2
3
4