SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$113K
3
+$64.2K
4
PCAR icon
PACCAR
PCAR
+$46.6K
5
SO icon
Southern Company
SO
+$38.9K

Top Sells

1
+$1.76M
2
+$908K
3
+$847K
4
BX icon
Blackstone
BX
+$810K
5
AMD icon
Advanced Micro Devices
AMD
+$710K

Sector Composition

1 Technology 25.22%
2 Industrials 16.91%
3 Financials 16.78%
4 Consumer Discretionary 13.48%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
51
Johnson & Johnson
JNJ
$548B
$763K 0.06%
4,299
-100
AMZN icon
52
Amazon
AMZN
$2.58T
$712K 0.05%
6,700
-1,280
GOOGL icon
53
Alphabet (Google) Class A
GOOGL
$4.08T
$623K 0.05%
5,720
-1,020
FAST icon
54
Fastenal
FAST
$49.7B
$597K 0.04%
23,920
-334
FISV
55
Fiserv Inc
FISV
$34.1B
$563K 0.04%
6,329
-250
JPM icon
56
JPMorgan Chase
JPM
$826B
$496K 0.04%
4,405
-314
MCD icon
57
McDonald's
MCD
$225B
$489K 0.04%
1,982
+36
LLY icon
58
Eli Lilly
LLY
$917B
$475K 0.04%
1,465
TMO icon
59
Thermo Fisher Scientific
TMO
$228B
$467K 0.04%
859
-55
VBR icon
60
Vanguard Small-Cap Value ETF
VBR
$34.1B
$437K 0.03%
2,916
-471
V icon
61
Visa
V
$640B
$430K 0.03%
2,186
-212
VCSH icon
62
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.2B
$427K 0.03%
5,593
ONB icon
63
Old National Bancorp
ONB
$9.26B
$419K 0.03%
28,340
MA icon
64
Mastercard
MA
$488B
$418K 0.03%
1,324
-137
SPY icon
65
State Street SPDR S&P 500 ETF Trust
SPY
$711B
$379K 0.03%
1,000
-45
KO icon
66
Coca-Cola
KO
$316B
$369K 0.03%
5,826
+137
ABT icon
67
Abbott
ABT
$184B
$359K 0.03%
3,304
-31
XOM icon
68
Exxon Mobil
XOM
$593B
$358K 0.03%
4,183
+1,320
LQD icon
69
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$27.2B
$356K 0.03%
3,233
SPGI icon
70
S&P Global
SPGI
$160B
$355K 0.03%
1,053
-10
SHY icon
71
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$347K 0.03%
4,194
D icon
72
Dominion Energy
D
$51.8B
$344K 0.03%
4,304
IVV icon
73
iShares Core S&P 500 ETF
IVV
$767B
$339K 0.03%
894
-422
MRK icon
74
Merck
MRK
$269B
$330K 0.02%
3,590
+370
AON icon
75
Aon
AON
$71.6B
$300K 0.02%
1,111
1 2
3
4 5