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
$1.11B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$31.2M
3
+$261K
4
AMGN icon
Amgen
AMGN
+$227K
5
T icon
AT&T
T
+$218K

Top Sells

1
+$2.6M
2
+$2.38M
3
+$1.6M
4
CIEN icon
Ciena
CIEN
+$1.12M
5
TXN icon
Texas Instruments
TXN
+$1.04M

Sector Composition

1 Technology 24.76%
2 Financials 20.24%
3 Industrials 15.13%
4 Consumer Discretionary 10.42%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.06%
11,404
52
$645K 0.06%
11,280
53
$604K 0.05%
16,000
54
$603K 0.05%
13,501
-550
55
$591K 0.05%
6,288
-150
56
$587K 0.05%
1,986
57
$586K 0.05%
3,176
-300
58
$568K 0.05%
4,662
59
$540K 0.05%
2,794
+100
60
$534K 0.05%
24,920
61
$531K 0.05%
6,425
62
$476K 0.04%
3,547
63
$473K 0.04%
3,514
64
$468K 0.04%
2,850
65
$445K 0.04%
6,280
+100
66
$436K 0.04%
1,922
-47
67
$404K 0.04%
4,423
68
$377K 0.03%
4,348
69
$375K 0.03%
5,088
70
$360K 0.03%
4,431
-28
71
$354K 0.03%
1,074
72
$338K 0.03%
4,780
+100
73
$338K 0.03%
8,475
74
$319K 0.03%
7,000
75
$303K 0.03%
7,652
1 2
3
4