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
$1.2B
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$236K
3
+$226K
4
HELE icon
Helen of Troy
HELE
+$221K
5
NEE icon
NextEra Energy
NEE
+$219K

Top Sells

1
+$5.4M
2
+$3.05M
3
+$1.71M
4
HD icon
Home Depot
HD
+$1.66M
5
TMUS icon
T-Mobile US
TMUS
+$1.42M

Sector Composition

1 Technology 27.98%
2 Financials 25.68%
3 Industrials 13.67%
4 Consumer Discretionary 10.17%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.05%
11,995
52
$594K 0.05%
2,186
53
$559K 0.05%
6,440
-300
54
$545K 0.05%
4,106
55
$524K 0.04%
4,662
56
$472K 0.04%
2,744
-50
57
$470K 0.04%
8,491
-1,372
58
$450K 0.04%
5,608
59
$413K 0.03%
1,391
60
$410K 0.03%
2,715
+1,228
61
$407K 0.03%
24,920
-3,480
62
$370K 0.03%
4,423
+150
63
$369K 0.03%
4,348
64
$361K 0.03%
4,459
65
$353K 0.03%
5,780
66
$351K 0.03%
1,969
67
$344K 0.03%
2,700
68
$339K 0.03%
8,565
69
$338K 0.03%
1,132
+299
70
$321K 0.03%
1,659
71
$319K 0.03%
2,850
-5,340
72
$316K 0.03%
811
73
$285K 0.02%
4,680
74
$267K 0.02%
+3,295
75
$263K 0.02%
1,074
1 2
3
4