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
$1.12B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$5.05M
3
+$3.55M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.28M
5
AAPL icon
Apple
AAPL
+$1.89M

Top Sells

1
+$509K
2
+$456K
3
+$401K
4
BAC icon
Bank of America
BAC
+$277K
5
USB icon
US Bancorp
USB
+$246K

Sector Composition

1 Financials 27.8%
2 Technology 22.4%
3 Consumer Discretionary 11.04%
4 Industrials 9.42%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.02%
+6,208
77
$223K 0.02%
+11,900
78
$146K 0.01%
+5,500
79
– –
-2
80
– –
-6,525
81
– –
-4,780
82
– –
-10,000
83
– –
-2,000
84
– –
-1,220
85
– –
-1,959
86
– –
-4,744
1 2 3
4