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
$972M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$1.98M
3
+$847K
4
C icon
Citigroup
C
+$556K
5
PG icon
Procter & Gamble
PG
+$499K

Top Sells

1
+$27.9M
2
+$2.58M
3
+$956K
4
ABBV icon
AbbVie
ABBV
+$372K
5
TMUS icon
T-Mobile US
TMUS
+$340K

Sector Composition

1 Financials 25.64%
2 Technology 22.53%
3 Consumer Discretionary 11.16%
4 Consumer Staples 9.04%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,317
77
– –
-518,238
78
– –
-4,605
1 2 3
4