SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
1-Year Return
6.95%
This Quarter Return
+21.56%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.11B
AUM Growth
+$228M
(+26%)
Cap. Flow
+$53.9M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
45.56%
Holding
93
New
10
Increased
14
Reduced
40
Closed
–
Top Buys
| 1 |
McKesson
MCK
|
$39.3M |
| 2 |
Cencora
COR
|
$31.2M |
| 3 |
Exact Sciences
EXAS
|
$261K |
| 4 |
Amgen
AMGN
|
$227K |
| 5 |
AT&T
T
|
$218K |
Top Sells
| 1 |
T-Mobile US
TMUS
|
$2.6M |
| 2 |
Home Depot
HD
|
$2.38M |
| 3 |
Procter & Gamble
PG
|
$1.6M |
| 4 |
Ciena
CIEN
|
$1.12M |
| 5 |
Texas Instruments
TXN
|
$1.04M |
Sector Composition
| 1 | Technology | 24.76% |
| 2 | Financials | 20.24% |
| 3 | Industrials | 15.13% |
| 4 | Consumer Discretionary | 10.42% |
| 5 | Communication Services | 6.83% |
