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
$1.21B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$592K
3
+$359K
4
SCHW icon
Charles Schwab
SCHW
+$304K
5
FFIV icon
F5
FFIV
+$255K

Top Sells

1
+$7.71M
2
+$647K
3
+$637K
4
TMUS icon
T-Mobile US
TMUS
+$561K
5
RSG icon
Republic Services
RSG
+$404K

Sector Composition

1 Technology 28.7%
2 Financials 25.63%
3 Industrials 13.8%
4 Consumer Discretionary 8.95%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$601K 0.05%
5,378
52
$589K 0.05%
4,395
+45
53
$578K 0.05%
2,186
54
$574K 0.05%
11,995
+250
55
$517K 0.04%
9,863
-1,354
56
$513K 0.04%
4,662
57
$504K 0.04%
4,106
+11
58
$485K 0.04%
2,794
-100
59
$463K 0.04%
28,400
60
$449K 0.04%
5,608
+308
61
$408K 0.03%
1,391
-100
62
$380K 0.03%
1,969
63
$369K 0.03%
4,348
64
$359K 0.03%
4,273
+24
65
$349K 0.03%
1,320
66
$345K 0.03%
4,459
67
$336K 0.03%
2,700
68
$320K 0.03%
1,659
69
$315K 0.03%
8,565
70
$313K 0.03%
5,780
+40
71
$295K 0.02%
811
72
$292K 0.02%
1,673
73
$288K 0.02%
7,007
-263
74
$253K 0.02%
4,680
+40
75
$246K 0.02%
833
1 2
3
4