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
$1.13B
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$466K
3
+$421K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$390K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$267K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$1.79M
4
DHI icon
D.R. Horton
DHI
+$1.74M
5
WM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.03%
4,383
-48
77
$331K 0.03%
7,652
78
$306K 0.03%
3,000
79
$283K 0.03%
1,460
80
$272K 0.02%
810
+10
81
$267K 0.02%
+5,113
82
$261K 0.02%
3,760
83
$258K 0.02%
1,250
-209
84
$256K 0.02%
1,550
-50
85
$254K 0.02%
1,050
86
$250K 0.02%
9,520
87
$234K 0.02%
611
88
$227K 0.02%
4,875
-3,600
89
$226K 0.02%
6,291
-500
90
$223K 0.02%
+3,180
91
$223K 0.02%
2,300
92
$219K 0.02%
2,980
-1,800
93
$213K 0.02%
5,802
94
$208K 0.02%
2,272
95
$201K 0.02%
+1,219
96
$86K 0.01%
3,300
97
– –
-963
98
– –
-1,400
99
– –
-7,815
100
– –
-1,400
1 2 3
4