SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
1-Year Return
6.95%
This Quarter Return
+6.57%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.27B
AUM Growth
+$77M
(+6.4%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
43.11%
Holding
100
New
16
Increased
24
Reduced
37
Closed
2
Top Buys
| 1 |
GE Aerospace
GE
|
$53.9M |
| 2 |
SRCL
Stericycle Inc
SRCL
|
$22.5M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.31M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$736K |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$638K |
Top Sells
| 1 |
F5
FFIV
|
$31.8M |
| 2 |
Telephone and Data Systems
TDS
|
$8.17M |
| 3 |
Motorola Solutions
MSI
|
$4.75M |
| 4 |
Home Depot
HD
|
$3.29M |
| 5 |
D.R. Horton
DHI
|
$2.44M |
Sector Composition
| 1 | Financials | 27.28% |
| 2 | Technology | 23.57% |
| 3 | Industrials | 19.73% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Communication Services | 5.74% |
