SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+2.66%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$837M
AUM Growth
+$837M
(+1.3%)
Cap. Flow
-$4.2M
Cap. Flow
% of AUM
-0.5%
Top 10 Holdings %
Top 10 Hldgs %
42.31%
Holding
76
New
2
Increased
30
Reduced
24
Closed
10
Top Buys
| 1 |
T-Mobile US
TMUS
|
$32.4M |
| 2 |
Motorola Solutions
MSI
|
$25.1M |
| 3 |
Telephone and Data Systems
TDS
|
$14.5M |
| 4 |
Sanmina
SANM
|
$5.1M |
| 5 |
Flex
FLEX
|
$3.5M |
Top Sells
| 1 |
Foot Locker
FL
|
$28.4M |
| 2 |
Pfizer
PFE
|
$26.9M |
| 3 |
TWX
Time Warner Inc
TWX
|
$15.4M |
| 4 |
TEGNA Inc
TGNA
|
$10.2M |
| 5 |
GCI
Gannett Co., Inc
GCI
|
$3.24M |
Sector Composition
| 1 | Financials | 20.16% |
| 2 | Technology | 15.46% |
| 3 | Consumer Discretionary | 13.69% |
| 4 | Consumer Staples | 11.31% |
| 5 | Healthcare | 10.63% |