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
$1.43B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$37.3M
3
+$371K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K
5
XOM icon
Exxon Mobil
XOM
+$336K

Top Sells

1
+$20.8M
2
+$19.7M
3
+$9.07M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$8.92M
5
TMUS icon
T-Mobile US
TMUS
+$2.26M

Sector Composition

1 Technology 21.77%
2 Consumer Discretionary 18.99%
3 Financials 18.77%
4 Industrials 18.26%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.06%
1,805
-200
52
$813K 0.06%
11,280
53
$773K 0.05%
5,078
54
$763K 0.05%
4,641
55
$695K 0.05%
1,951
-35
56
$658K 0.05%
6,380
57
$626K 0.04%
24,920
58
$624K 0.04%
2,784
59
$581K 0.04%
11,026
-1,685
60
$559K 0.04%
8,737
-200
61
$550K 0.04%
2,596
-100
62
$536K 0.04%
1,820
-150
63
$526K 0.04%
4,662
64
$514K 0.04%
2,750
-100
65
$506K 0.04%
4,223
66
$472K 0.03%
1,190
-1,010
67
$467K 0.03%
3,323
-11
68
$453K 0.03%
5,485
69
$416K 0.03%
3,200
-150
70
$395K 0.03%
1,550
71
$395K 0.03%
3,000
72
$394K 0.03%
8,000
73
$379K 0.03%
1,074
74
$365K 0.03%
700
75
$360K 0.03%
904
1 2
3
4