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
$1.27B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$22.5M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$736K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$638K

Top Sells

1
+$31.8M
2
+$8.17M
3
+$4.75M
4
HD icon
Home Depot
HD
+$3.29M
5
DHI icon
D.R. Horton
DHI
+$2.44M

Sector Composition

1 Financials 27.28%
2 Technology 23.57%
3 Industrials 19.73%
4 Consumer Discretionary 8.77%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$744K 0.06%
4,717
+230
52
$736K 0.06%
+11,280
53
$726K 0.06%
3,676
-200
54
$692K 0.05%
11,555
-440
55
$638K 0.05%
+16,000
56
$623K 0.05%
6,740
+300
57
$593K 0.05%
1,986
-200
58
$521K 0.04%
6,425
+3,130
59
$514K 0.04%
4,662
60
$513K 0.04%
5,914
+306
61
$506K 0.04%
2,694
-50
62
$493K 0.04%
3,547
-559
63
$492K 0.04%
8,291
-200
64
$460K 0.04%
24,920
65
$450K 0.04%
3,514
+814
66
$448K 0.04%
1,391
67
$414K 0.03%
6,180
+400
68
$404K 0.03%
1,969
69
$384K 0.03%
4,423
70
$375K 0.03%
2,850
71
$369K 0.03%
4,459
72
$368K 0.03%
4,348
73
$346K 0.03%
1,659
74
$340K 0.03%
+7,652
75
$339K 0.03%
8,565
1 2
3
4