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
$1.11B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$31.2M
3
+$261K
4
AMGN icon
Amgen
AMGN
+$227K
5
T icon
AT&T
T
+$218K

Top Sells

1
+$2.6M
2
+$2.38M
3
+$1.6M
4
CIEN icon
Ciena
CIEN
+$1.12M
5
TXN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.03%
1,600
-41
77
$281K 0.03%
1,459
-100
78
$275K 0.02%
1,460
+60
79
$271K 0.02%
1,050
80
$261K 0.02%
+3,000
81
$250K 0.02%
9,520
82
$250K 0.02%
6,791
83
$248K 0.02%
800
84
$227K 0.02%
+963
85
$226K 0.02%
3,760
86
$223K 0.02%
611
-20
87
$212K 0.02%
+5,802
88
$209K 0.02%
+1,400
89
$208K 0.02%
+1,400
90
$208K 0.02%
2,272
91
$206K 0.02%
+2,300
92
$200K 0.02%
+7,815
93
$110K 0.01%
+3,300
1 2 3
4