SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
1-Year Return
6.95%
This Quarter Return
+5.84%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.13B
AUM Growth
+$14.5M
(+1.3%)
Cap. Flow
-$33M
Cap. Flow
% of AUM
-2.92%
Top 10 Holdings %
Top 10 Hldgs %
47.15%
Holding
100
New
7
Increased
2
Reduced
54
Closed
4
Top Buys
Top Sells
1 |
Home Depot
HD
|
$3.26M |
2 |
T-Mobile US
TMUS
|
$2.54M |
3 |
Texas Instruments
TXN
|
$1.79M |
4 |
D.R. Horton
DHI
|
$1.74M |
5 |
Waste Management
WM
|
$1.7M |
Sector Composition
1 | Technology | 23.74% |
2 | Financials | 19.15% |
3 | Industrials | 15.31% |
4 | Consumer Discretionary | 11.94% |
5 | Communication Services | 7.02% |