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
$1.17B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$392K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$270K
5
RDN icon
Radian Group
RDN
+$260K

Top Sells

1
+$2.01M
2
+$759K
3
+$606K
4
MAS icon
Masco
MAS
+$414K
5
MDT icon
Medtronic
MDT
+$375K

Sector Composition

1 Technology 28.05%
2 Financials 25.28%
3 Industrials 13.62%
4 Consumer Discretionary 8.74%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.05%
11,745
-750
52
$544K 0.05%
5,378
+298
53
$541K 0.05%
11,217
+1,875
54
$515K 0.04%
2,186
+72
55
$513K 0.04%
4,350
+296
56
$497K 0.04%
4,662
57
$463K 0.04%
4,095
-937
58
$457K 0.04%
28,400
59
$452K 0.04%
2,894
+200
60
$421K 0.04%
5,300
-1,048
61
$421K 0.04%
1,491
-975
62
$402K 0.03%
4,970
-2,500
63
$366K 0.03%
4,348
64
$342K 0.03%
4,459
-93
65
$340K 0.03%
4,249
66
$338K 0.03%
5,740
+220
67
$328K 0.03%
1,969
+84
68
$321K 0.03%
2,700
+68
69
$320K 0.03%
1,320
70
$293K 0.03%
7,270
-60
71
$283K 0.02%
1,659
-100
72
$283K 0.02%
2,714
-738
73
$278K 0.02%
8,565
-180
74
$276K 0.02%
1,589
-957
75
$272K 0.02%
4,640
+160
1 2
3
4