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
$826M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$14.8M
3
+$2.57M
4
MSI icon
Motorola Solutions
MSI
+$2.41M
5
MTG icon
MGIC Investment
MTG
+$2.1M

Top Sells

1
+$25.2M
2
+$19.1M
3
+$12.3M
4
HD icon
Home Depot
HD
+$3.15M
5
PFE icon
Pfizer
PFE
+$2.9M

Sector Composition

1 Financials 21.08%
2 Consumer Discretionary 17.68%
3 Healthcare 13.5%
4 Technology 11.21%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-643,148
77
– –
-4,895
78
– –
-5,605
79
– –
-919,927
80
– –
-7,502
1 2 3
4