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
$1.71B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.9M
3
+$1.11M
4
CSCO icon
Cisco
CSCO
+$1.02M
5
PCAR icon
PACCAR
PCAR
+$851K

Top Sells

1
+$7.74M
2
+$1.81M
3
+$1.75M
4
XLNX
Xilinx Inc
XLNX
+$1.69M
5
HD icon
Home Depot
HD
+$1.25M

Sector Composition

1 Technology 21.74%
2 Consumer Discretionary 19.37%
3 Financials 18.4%
4 Industrials 17%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.06%
12,526
-600
52
$976K 0.06%
6,740
+360
53
$879K 0.05%
5,549
+323
54
$809K 0.05%
25,256
55
$782K 0.05%
4,571
-217
56
$764K 0.04%
2,765
+15
57
$740K 0.04%
7,133
-87
58
$736K 0.04%
2,746
+50
59
$704K 0.04%
1,960
+9
60
$642K 0.04%
8,598
61
$612K 0.04%
1,289
+199
62
$576K 0.03%
+28,116
63
$551K 0.03%
9,304
+844
64
$545K 0.03%
1,621
-71
65
$544K 0.03%
6,693
+1,070
66
$521K 0.03%
3,703
+180
67
$511K 0.03%
2,360
+36
68
$502K 0.03%
1,063
-11
69
$477K 0.03%
3,300
+240
70
$475K 0.03%
995
71
$441K 0.03%
732
+20
72
$428K 0.03%
3,233
73
$398K 0.02%
1,324
+13
74
$386K 0.02%
6,598
+598
75
$359K 0.02%
4,194
1 2
3
4 5