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
$1.27B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$22.5M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$736K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$638K

Top Sells

1
+$31.8M
2
+$8.17M
3
+$4.75M
4
HD icon
Home Depot
HD
+$3.29M
5
DHI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$313K 0.02%
4,680
77
$307K 0.02%
+7,460
78
$293K 0.02%
1,074
79
$266K 0.02%
+9,520
80
$265K 0.02%
+1,942
81
$265K 0.02%
681
-130
82
$259K 0.02%
800
-332
83
$257K 0.02%
1,453
-20
84
$252K 0.02%
1,400
85
$242K 0.02%
2,007
+15
86
$241K 0.02%
1,050
-50
87
$239K 0.02%
1,400
88
$234K 0.02%
2,484
+158
89
$232K 0.02%
4,211
-275
90
$228K 0.02%
3,760
91
$226K 0.02%
+7,000
92
$220K 0.02%
+913
93
$216K 0.02%
+2,550
94
$214K 0.02%
+1,400
95
$208K 0.02%
+2,272
96
$208K 0.02%
+1,439
97
$205K 0.02%
+5,802
98
$111K 0.01%
3,300
99
– –
-226,439
100
– –
-2,715
1 2 3
4