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
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$23.2M
3
+$23M
4
PCAR icon
PACCAR
PCAR
+$19.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$16.1M

Top Sells

1
+$25.3M
2
+$25.1M
3
+$22.9M
4
BAC icon
Bank of America
BAC
+$20.5M
5
HD icon
Home Depot
HD
+$6.4M

Sector Composition

1 Technology 22.04%
2 Industrials 18.68%
3 Financials 18.61%
4 Consumer Discretionary 12.32%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$779K 0.06%
11,280
52
$730K 0.06%
4,641
-45
53
$709K 0.06%
1,986
54
$697K 0.05%
12,711
-540
55
$645K 0.05%
5,078
-725
56
$608K 0.05%
24,920
57
$597K 0.05%
2,784
-192
58
$590K 0.05%
2,696
-98
59
$559K 0.04%
6,380
+100
60
$559K 0.04%
4,662
61
$538K 0.04%
1,970
+48
62
$481K 0.04%
2,850
63
$472K 0.04%
3,334
-213
64
$463K 0.04%
3,350
-164
65
$462K 0.04%
4,223
-200
66
$457K 0.04%
5,485
-940
67
$445K 0.03%
8,937
-2,117
68
$397K 0.03%
3,000
69
$384K 0.03%
16,878
-11,784
70
$383K 0.03%
7,652
71
$379K 0.03%
700
72
$378K 0.03%
4,849
+18
73
$369K 0.03%
8,000
-8,000
74
$353K 0.03%
1,074
75
$339K 0.03%
904
+94
1 2
3
4