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
$1.22B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$32.7M
3
+$21.7M
4
CSCO icon
Cisco
CSCO
+$654K
5
ABBV icon
AbbVie
ABBV
+$645K

Top Sells

1
+$38.3M
2
+$25.6M
3
+$7.22M
4
BAC icon
Bank of America
BAC
+$5.22M
5
SCG
Scana
SCG
+$4.99M

Sector Composition

1 Financials 27.18%
2 Technology 21.18%
3 Industrials 15.07%
4 Consumer Discretionary 14.84%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.02%
1,759
-41
77
$229K 0.02%
+775
78
$218K 0.02%
5,708
-500
79
$214K 0.02%
+2,278
80
$214K 0.02%
+4,003
81
$212K 0.02%
+1,772
82
$202K 0.02%
+1,027
83
$63K 0.01%
5,500
84
$26K ﹤0.01%
+91
85
– –
-3,431
86
– –
-4,982
87
– –
-896,872
88
– –
-6,708
89
– –
-9,710
90
– –
-2,040
91
– –
-3,793
92
– –
-102,903
1 2 3
4