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
$1.21B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$592K
3
+$359K
4
SCHW icon
Charles Schwab
SCHW
+$304K
5
FFIV icon
F5
FFIV
+$255K

Top Sells

1
+$7.71M
2
+$647K
3
+$637K
4
TMUS icon
T-Mobile US
TMUS
+$561K
5
RSG icon
Republic Services
RSG
+$404K

Sector Composition

1 Technology 28.7%
2 Financials 25.63%
3 Industrials 13.8%
4 Consumer Discretionary 8.95%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$245K 0.02%
1,074
77
$242K 0.02%
4,486
78
$231K 0.02%
1,400
79
$228K 0.02%
2,114
-600
80
$225K 0.02%
1,100
81
$223K 0.02%
1,487
-379
82
$200K 0.02%
+1,432
83
$70K 0.01%
3,300
84
– –
-1,115
85
– –
-660
86
– –
-3,000
87
– –
-1,589
88
– –
-4,970
1 2 3
4