SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+6.7%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.16B
AUM Growth
+$1.16B
(+0.02%)
Cap. Flow
-$55.9M
Cap. Flow
% of AUM
-4.83%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
92
New
3
Increased
20
Reduced
39
Closed
5
Top Buys
| 1 |
Sanmina
SANM
|
$605K |
| 2 |
Waste Management
WM
|
$590K |
| 3 |
Procter & Gamble
PG
|
$587K |
| 4 |
Caterpillar
CAT
|
$576K |
| 5 |
Morgan Stanley
MS
|
$489K |
Top Sells
| 1 |
Lennar Class A
LEN
|
$46.1M |
| 2 |
TopBuild
BLD
|
$7.03M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.97M |
| 4 |
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% |
