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
$1.28B
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$26.3K
2
+$8.61K
3
+$7.5K
4
AMT icon
American Tower
AMT
+$4.71K
5
DHR icon
Danaher
DHR
+$4.59K

Top Sells

1
+$3.69M
2
+$2.33M
3
+$1.75M
4
TMUS icon
T-Mobile US
TMUS
+$1.67M
5
MS icon
Morgan Stanley
MS
+$1.27M

Sector Composition

1 Technology 24.36%
2 Financials 17.3%
3 Industrials 17.25%
4 Consumer Discretionary 14.08%
5 Healthcare 12.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
76
Walmart
WMT
$914B
$229K 0.02%
5,304
D icon
77
Dominion Energy
D
$51.4B
$228K 0.02%
3,304
-1,000
AMT icon
78
American Tower
AMT
$82.1B
$219K 0.02%
1,022
+22
GOOG icon
79
Alphabet (Google) Class C
GOOG
$3.88T
$219K 0.02%
2,280
-40
DHR icon
80
Danaher
DHR
$162B
$217K 0.02%
946
+20
BFC icon
81
Bank First Corp
BFC
$1.26B
$215K 0.02%
2,800
IVV icon
82
iShares Core S&P 500 ETF
IVV
$734B
$214K 0.02%
597
-297
BIL icon
83
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$209K 0.02%
2,282
IUSG icon
84
iShares Core S&P US Growth ETF
IUSG
$26.2B
$200K 0.02%
2,500
-526
VUG icon
85
Vanguard Growth ETF
VUG
$202B
$200K 0.02%
936
LFWD icon
86
ReWalk Robotics
LFWD
$11.8M
$15K ﹤0.01%
2,371
BA icon
87
Boeing
BA
$153B
– –
-1,550
DGRO icon
88
iShares Core Dividend Growth ETF
DGRO
$35.7B
– –
-4,448
HELE icon
89
Helen of Troy
HELE
$467M
– –
-1,460
META icon
90
Meta Platforms (Facebook)
META
$1.62T
– –
-1,421
PFE icon
91
Pfizer
PFE
$146B
– –
-4,043
SPIB icon
92
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
– –
-6,303
VO icon
93
Vanguard Mid-Cap ETF
VO
$89.4B
– –
-1,200
1 2 3
4