SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+7.35%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.05B
AUM Growth
+$1.05B
(+7.6%)
Cap. Flow
+$8.06M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
82
New
8
Increased
29
Reduced
32
Closed
3
Top Buys
| 1 |
Charles Schwab
SCHW
|
$36.8M |
| 2 |
Waste Management
WM
|
$839K |
| 3 |
Cisco
CSCO
|
$659K |
| 4 |
Procter & Gamble
PG
|
$555K |
| 5 |
Lennar Class A
LEN
|
$456K |
Top Sells
| 1 |
PayPal
PYPL
|
$15.4M |
| 2 |
eBay
EBAY
|
$13.2M |
| 3 |
T-Mobile US
TMUS
|
$1.06M |
| 4 |
Bank of America
BAC
|
$868K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Verizon
VZ
$184B
| $221K | 0.02% |
4,524
-2,515
| -36% | -$123K |
|
77
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
| $219K | 0.02% |
700
-100
| -13% | -$31.3K |
|
78
Aon
AON
$80.6B
| $214K | 0.02% |
1,800
| – | – |
|
79
3M
MMM
$81B
| $211K | 0.02% |
+1,105
| New | +$211K |
|
|
80
PayPal
PYPL
$66.5B
| – | – |
-390,918
| Closed | -$15.4M |
|
81
MGE Energy Inc
MGEE
$3.09B
| – | – |
-3,413
| Closed | -$223K |
|
|
82
eBay
EBAY
$41.2B
| – | – |
-445,864
| Closed | -$13.2M |
|