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
$1.02B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$29.9M
3
+$747K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$468K
5
MMM icon
3M
MMM
+$423K

Top Sells

1
+$32.8M
2
+$24.5M
3
+$18.5M
4
LEN icon
Lennar Class A
LEN
+$1.61M
5
HD icon
Home Depot
HD
+$1.08M

Sector Composition

1 Technology 27.89%
2 Financials 25.81%
3 Industrials 13.45%
4 Consumer Discretionary 8.84%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.03%
1,320
-50
77
$264K 0.03%
4,528
-652
78
$260K 0.03%
2,823
+100
79
$256K 0.03%
1,759
80
$247K 0.02%
1,885
-1,668
81
$245K 0.02%
760
-25
82
$232K 0.02%
4,480
-160
83
$229K 0.02%
+5,080
84
$226K 0.02%
+3,800
85
$217K 0.02%
1,115
86
$210K 0.02%
+833
87
$207K 0.02%
791
88
$46K ﹤0.01%
3,300
-2,200
89
– –
0
90
– –
-6,495
91
– –
-1,074
92
– –
-462,700
93
– –
-4,042
94
– –
-3,320,957
95
– –
-925
96
– –
-1,023,275
97
– –
-35,712
1 2 3
4