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
$1.16B
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$639K
3
+$484K
4
TEX icon
Terex
TEX
+$470K
5
XLNX
Xilinx Inc
XLNX
+$394K

Top Sells

1
+$1.04M
2
+$776K
3
+$706K
4
BAC icon
Bank of America
BAC
+$691K
5
HD icon
Home Depot
HD
+$676K

Sector Composition

1 Financials 27.27%
2 Technology 22.9%
3 Consumer Discretionary 16.37%
4 Industrials 14.52%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.02%
+5,040
77
$270K 0.02%
4,780
78
$266K 0.02%
2,873
-1,400
79
$263K 0.02%
785
80
$261K 0.02%
11,815
81
$241K 0.02%
1,759
82
$234K 0.02%
791
-15
83
$225K 0.02%
+1,691
84
$220K 0.02%
+2,078
85
$219K 0.02%
1,074
86
$206K 0.02%
+1,115
87
$204K 0.02%
+925
88
$111K 0.01%
5,500
89
$108K 0.01%
+2,140
90
– –
-9,475
1 2 3
4