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
$1.5B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$366K
3
+$274K
4
GM icon
General Motors
GM
+$243K
5
ADBE icon
Adobe
ADBE
+$238K

Top Sells

1
+$17.5M
2
+$1.14M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$629K
5
XLNX
Xilinx Inc
XLNX
+$622K

Sector Composition

1 Technology 21.83%
2 Financials 19.81%
3 Consumer Discretionary 18.22%
4 Industrials 18.13%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$779K 0.05%
6,380
52
$777K 0.05%
7,270
+50
53
$765K 0.05%
4,641
54
$712K 0.05%
1,951
55
$648K 0.04%
24,920
56
$644K 0.04%
2,787
+3
57
$637K 0.04%
1,832
+12
58
$631K 0.04%
2,750
59
$620K 0.04%
8,280
-3,000
60
$616K 0.04%
2,636
+40
61
$597K 0.04%
11,026
62
$538K 0.04%
4,662
63
$509K 0.03%
1,190
64
$491K 0.03%
8,737
65
$490K 0.03%
4,223
66
$471K 0.03%
3,323
67
$454K 0.03%
5,485
68
$441K 0.03%
1,074
69
$430K 0.03%
3,200
70
$383K 0.03%
3,060
-40
71
$376K 0.03%
712
+12
72
$373K 0.02%
3,000
73
$371K 0.02%
1,550
74
$358K 0.02%
3,169
75
$346K 0.02%
804
-100
1 2
3
4