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
+$41.4M
2
+$29.4M
3
+$20.7M
4
ABBV icon
AbbVie
ABBV
+$629K
5
CSCO icon
Cisco
CSCO
+$610K

Top Sells

1
+$38.3M
2
+$25.7M
3
+$6.73M
4
SCG
Scana
SCG
+$4.99M
5
BAC icon
Bank of America
BAC
+$4.87M

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
– –
-3,793
86
– –
-3,431
87
– –
-2,040
88
– –
-4,982
89
– –
-896,872
90
– –
-6,708
91
– –
-9,710
92
– –
-102,903
1 2 3
4