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
$1.58B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$41M
3
+$31.6M
4
TMUS icon
T-Mobile US
TMUS
+$1.4M
5
WEC icon
WEC Energy
WEC
+$771K

Top Sells

1
+$82M
2
+$10.3M
3
+$8.91M
4
HD icon
Home Depot
HD
+$5.95M
5
WM icon
Waste Management
WM
+$4.8M

Sector Composition

1 Technology 26.95%
2 Financials 17.58%
3 Industrials 16.31%
4 Consumer Discretionary 14.9%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.06%
12,390
-136
52
$937K 0.06%
6,740
53
$780K 0.05%
4,399
-172
54
$720K 0.05%
24,254
-1,002
55
$667K 0.04%
6,579
-554
56
$644K 0.04%
4,719
-830
57
$597K 0.04%
1,316
+321
58
$596K 0.04%
+3,387
59
$540K 0.03%
914
-934
60
$532K 0.03%
2,398
+38
61
$522K 0.03%
1,461
-499
62
$481K 0.03%
1,946
-800
63
$472K 0.03%
1,045
-244
64
$464K 0.03%
+28,340
65
$437K 0.03%
5,593
-1,100
66
$436K 0.03%
1,063
67
$420K 0.03%
1,465
-1,300
68
$395K 0.03%
3,335
-368
69
$391K 0.02%
3,233
70
$383K 0.02%
+3,629
71
$366K 0.02%
4,304
-35
72
$362K 0.02%
1,111
-213
73
$352K 0.02%
5,689
-3,615
74
$350K 0.02%
4,194
75
$331K 0.02%
+1,334
1 2
3
4 5