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
$1.13B
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$466K
3
+$421K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$390K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$267K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$1.79M
4
DHI icon
D.R. Horton
DHI
+$1.74M
5
WM icon
Waste Management
WM
+$1.7M

Sector Composition

1 Technology 23.74%
2 Financials 19.15%
3 Industrials 15.31%
4 Consumer Discretionary 11.94%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.06%
11,280
52
$672K 0.06%
1,986
53
$654K 0.06%
13,251
-250
54
$654K 0.06%
16,000
55
$653K 0.06%
2,976
-200
56
$572K 0.05%
11,054
-350
57
$568K 0.05%
4,662
58
$562K 0.05%
24,920
59
$559K 0.05%
5,803
-485
60
$559K 0.05%
2,794
61
$532K 0.05%
6,425
62
$530K 0.05%
+28,662
63
$522K 0.05%
3,547
64
$503K 0.04%
1,922
65
$481K 0.04%
4,423
66
$473K 0.04%
3,514
67
$466K 0.04%
+34,668
68
$460K 0.04%
6,280
69
$422K 0.04%
2,850
70
$421K 0.04%
+5,698
71
$390K 0.03%
+13,502
72
$387K 0.03%
1,074
73
$382K 0.03%
4,831
-257
74
$376K 0.03%
4,348
75
$350K 0.03%
7,000
1 2
3
4