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
$1.2B
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$236K
3
+$226K
4
HELE icon
Helen of Troy
HELE
+$221K
5
NEE icon
NextEra Energy
NEE
+$219K

Top Sells

1
+$5.4M
2
+$3.05M
3
+$1.71M
4
HD icon
Home Depot
HD
+$1.66M
5
TMUS icon
T-Mobile US
TMUS
+$1.42M

Sector Composition

1 Technology 27.98%
2 Financials 25.68%
3 Industrials 13.67%
4 Consumer Discretionary 10.17%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.02%
1,473
-200
77
$248K 0.02%
4,486
78
$243K 0.02%
1,100
79
$236K 0.02%
+1,992
80
$226K 0.02%
1,400
81
$221K 0.02%
+1,400
82
$219K 0.02%
+3,760
83
$200K 0.02%
+2,326
84
$71K 0.01%
3,300
85
– –
-1,320
86
– –
-1,432
87
– –
-7,007
88
– –
-2,114
1 2 3
4