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
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$757K
3
+$734K
4
C icon
Citigroup
C
+$725K
5
LEN icon
Lennar Class A
LEN
+$691K

Top Sells

1
+$20.9M
2
+$467K
3
+$362K
4
ADP icon
Automatic Data Processing
ADP
+$308K
5
GE icon
GE Aerospace
GE
+$245K

Sector Composition

1 Financials 27.44%
2 Technology 22.68%
3 Consumer Discretionary 10.95%
4 Consumer Staples 9.57%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,016
77
– –
-700
78
– –
-1,322
79
– –
-4,524
80
– –
-2,700
81
– –
-87,381
1 2 3
4