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
$1.19B
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$1.78M
3
+$1.04M
4
WM icon
Waste Management
WM
+$1.03M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$684K

Top Sells

1
+$34.3M
2
+$564K
3
+$488K
4
CBOE icon
Cboe Global Markets
CBOE
+$377K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$300K

Sector Composition

1 Financials 28.11%
2 Technology 21.85%
3 Consumer Discretionary 16.51%
4 Industrials 14.56%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.02%
1,370
77
$257K 0.02%
785
+10
78
$248K 0.02%
4,780
+200
79
$247K 0.02%
1,759
80
$212K 0.02%
4,206
+203
81
$205K 0.02%
+1,074
82
$100K 0.01%
5,500
83
– –
-608,800
84
– –
-3,026
85
– –
-2,278
86
– –
-5,708
87
– –
-1,027
88
– –
-1,772
89
– –
-91
1 2 3
4