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
+$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$590K
3
+$587K
4
CAT icon
Caterpillar
CAT
+$576K
5
MS icon
Morgan Stanley
MS
+$489K

Top Sells

1
+$46.1M
2
+$7.03M
3
+$1.97M
4
LEN.B icon
Lennar Class B
LEN.B
+$836K
5
ETFC
E*Trade Financial Corporation
ETFC
+$738K

Sector Composition

1 Financials 28.1%
2 Technology 24.28%
3 Industrials 14.87%
4 Consumer Discretionary 11.85%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.05%
13,251
-300
52
$584K 0.05%
3,553
-54
53
$574K 0.05%
2,350
54
$551K 0.05%
4,880
-61
55
$541K 0.05%
3,393
-52
56
$522K 0.05%
5,162
57
$511K 0.04%
5,100
58
$487K 0.04%
10,295
+742
59
$471K 0.04%
2,114
60
$432K 0.04%
29,752
-2,000
61
$430K 0.04%
6,348
62
$427K 0.04%
3,731
-1,432
63
$404K 0.03%
2,694
-50
64
– –
0
65
$361K 0.03%
4,348
66
$353K 0.03%
5,180
67
$346K 0.03%
6,556
68
$340K 0.03%
6,495
-97
69
$324K 0.03%
11,815
70
$322K 0.03%
1,370
71
$320K 0.03%
4,552
72
$292K 0.03%
785
73
$291K 0.03%
2,532
74
$288K 0.02%
4,780
75
$277K 0.02%
4,640
-400
1 2
3
4