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
$1.27B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$22.4M
3
+$21.6M
4
PCAR icon
PACCAR
PCAR
+$20.4M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$18.8M

Top Sells

1
+$25.3M
2
+$25.1M
3
+$22.9M
4
BAC icon
Bank of America
BAC
+$18.1M
5
HD icon
Home Depot
HD
+$6.62M

Sector Composition

1 Technology 22.04%
2 Industrials 18.68%
3 Financials 18.61%
4 Consumer Discretionary 12.32%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.03%
1,550
77
$332K 0.03%
3,848
-500
78
$330K 0.03%
4,383
79
$324K 0.03%
1,460
80
– –
-1,050
81
– –
-1,250
82
– –
-2,272
83
– –
-586,796
84
– –
-13,502
85
– –
-9,520
86
– –
-2,980
87
– –
-1,293
88
– –
-3,180
89
– –
-5,698
90
– –
-611
91
– –
-2,300
92
– –
-3,760
93
– –
-847,907
94
– –
-34,668
95
– –
-5,802
96
– –
-6,291
97
– –
-3,300
98
– –
-5,113
99
– –
-4,875
100
– –
-500,670
1 2 3
4