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
$1.05B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$36.8M
2 +$839K
3 +$659K
4
PG icon
Procter & Gamble
PG
+$555K
5
LEN icon
Lennar Class A
LEN
+$456K

Top Sells

1 +$15.4M
2 +$13.2M
3 +$1.06M
4
BAC icon
Bank of America
BAC
+$868K
5
TXN icon
Texas Instruments
TXN
+$819K

Sector Composition

1 Financials 26.12%
2 Technology 23.19%
3 Consumer Discretionary 10.51%
4 Consumer Staples 9.11%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$221K 0.02%
4,524
-2,515
77
$219K 0.02%
700
-100
78
$214K 0.02%
1,800
79
$211K 0.02%
+1,322
80
-445,864
81
-3,413
82
-390,918