SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$885M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$449K
3
+$222K
4
ED icon
Consolidated Edison
ED
+$83.3K
5
AAPL icon
Apple
AAPL
+$61.8K

Top Sells

1
+$44.7M
2
+$33.9M
3
+$6.79M
4
MSI icon
Motorola Solutions
MSI
+$3.02M
5
WM icon
Waste Management
WM
+$2.32M

Sector Composition

1 Technology 26.38%
2 Financials 21.12%
3 Industrials 17.19%
4 Consumer Discretionary 9.4%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.03%
6,791
-1,500
77
$233K 0.03%
9,520
78
$229K 0.03%
1,050
79
$226K 0.03%
3,760
80
$214K 0.02%
631
-50
81
$208K 0.02%
2,272
82
$207K 0.02%
800
83
$202K 0.02%
1,400
84
– –
-2,007
85
– –
-1,439
86
– –
-1,101,365
87
– –
-1,453
88
– –
-7,460
89
– –
-1,942
90
– –
-4,211
91
– –
-2,550
92
– –
-1,400
93
– –
-913
94
– –
-302,920
95
– –
-2,484
96
– –
-5,802
97
– –
-267,115
98
– –
-3,300
99
– –
-1,400
1 2 3
4