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
$1.17B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$392K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$270K
5
RDN icon
Radian Group
RDN
+$260K

Top Sells

1
+$2.01M
2
+$759K
3
+$606K
4
MAS icon
Masco
MAS
+$414K
5
MDT icon
Medtronic
MDT
+$375K

Sector Composition

1 Technology 28.05%
2 Financials 25.28%
3 Industrials 13.62%
4 Consumer Discretionary 8.74%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.02%
+1,866
77
$266K 0.02%
1,673
-1,331
78
$252K 0.02%
660
-100
79
$243K 0.02%
811
+20
80
$237K 0.02%
833
81
$226K 0.02%
+1,074
82
$224K 0.02%
+1,400
83
$224K 0.02%
+4,486
84
$217K 0.02%
+1,100
85
$212K 0.02%
1,115
86
$206K 0.02%
3,000
-800
87
$48K ﹤0.01%
3,300
88
– –
-11,815
89
– –
-2,823
90
– –
-4,125
91
– –
-5,080
92
– –
-7,600
93
– –
-4,528
1 2 3
4