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
+$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$590K
3
+$587K
4
CAT icon
Caterpillar
CAT
+$576K
5
MS icon
Morgan Stanley
MS
+$489K

Top Sells

1
+$46.1M
2
+$7.03M
3
+$1.97M
4
LEN.B icon
Lennar Class B
LEN.B
+$836K
5
ETFC
E*Trade Financial Corporation
ETFC
+$738K

Sector Composition

1 Financials 28.1%
2 Technology 24.28%
3 Industrials 14.87%
4 Consumer Discretionary 11.85%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$274K 0.02%
791
77
$271K 0.02%
+3,699
78
$270K 0.02%
1,759
79
$258K 0.02%
2,723
-150
80
$231K 0.02%
1,115
81
$227K 0.02%
2,078
82
$219K 0.02%
1,691
83
$212K 0.02%
+729
84
$210K 0.02%
1,074
85
$207K 0.02%
925
86
$203K 0.02%
+6,495
87
$78K 0.01%
5,500
88
– –
-2,140
89
– –
-89,723
90
– –
-700
91
– –
-3,326
92
– –
-20,602
1 2 3
4