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
$1.48B
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$229K
3
+$211K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209K
5
DHR icon
Danaher
DHR
+$204K

Top Sells

1
+$9.81M
2
+$3.44M
3
+$1.89M
4
HD icon
Home Depot
HD
+$1.56M
5
WM icon
Waste Management
WM
+$1.43M

Sector Composition

1 Technology 21.64%
2 Financials 20.6%
3 Industrials 18.01%
4 Consumer Discretionary 18.01%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$855K 0.06%
5,226
+148
52
$853K 0.06%
6,380
53
$783K 0.05%
7,220
-50
54
$773K 0.05%
4,788
+147
55
$678K 0.05%
1,951
56
$652K 0.04%
25,256
+336
57
$650K 0.04%
2,696
-91
58
$638K 0.04%
8,598
+318
59
$635K 0.04%
2,750
60
$574K 0.04%
1,692
-140
61
$518K 0.04%
2,324
-312
62
$468K 0.03%
1,090
-100
63
$463K 0.03%
5,623
+138
64
$456K 0.03%
1,074
65
$450K 0.03%
8,443
-294
66
$444K 0.03%
8,460
-2,566
67
$435K 0.03%
712
68
$433K 0.03%
3,969
+800
69
$430K 0.03%
3,233
+33
70
$429K 0.03%
995
+191
71
$422K 0.03%
3,662
-1,000
72
$416K 0.03%
3,523
-700
73
$408K 0.03%
3,060
74
$392K 0.03%
3,218
-105
75
$375K 0.03%
1,311
1 2
3
4