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
$1.02B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$32M
3
+$769K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$434K
5
MMM icon
3M
MMM
+$406K

Top Sells

1
+$32.8M
2
+$24.5M
3
+$18.5M
4
LEN icon
Lennar Class A
LEN
+$1.61M
5
HD icon
Home Depot
HD
+$1.04M

Sector Composition

1 Technology 27.89%
2 Financials 25.81%
3 Industrials 13.45%
4 Consumer Discretionary 8.84%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.05%
2,350
52
$516K 0.05%
5,032
+2,954
53
$515K 0.05%
6,860
+1,760
54
$509K 0.05%
7,470
-500
55
$496K 0.05%
5,080
+200
56
$486K 0.05%
4,662
-500
57
$463K 0.05%
6,348
58
$427K 0.04%
9,342
+2,786
59
$412K 0.04%
4,054
+323
60
$406K 0.04%
+2,546
61
$399K 0.04%
2,114
62
$397K 0.04%
3,004
-389
63
$375K 0.04%
+4,125
64
$371K 0.04%
28,400
-1,352
65
$364K 0.04%
4,348
66
$355K 0.03%
2,694
67
$350K 0.03%
+7,600
68
$325K 0.03%
4,552
69
$316K 0.03%
+3,452
70
$307K 0.03%
4,249
+550
71
$304K 0.03%
+7,330
72
$297K 0.03%
2,632
+100
73
$288K 0.03%
5,520
+740
74
$278K 0.03%
11,815
75
$272K 0.03%
8,745
+2,250
1 2
3
4