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
$1.43B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$37.3M
3
+$371K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K
5
XOM icon
Exxon Mobil
XOM
+$336K

Top Sells

1
+$20.8M
2
+$19.7M
3
+$9.07M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$8.92M
5
TMUS icon
T-Mobile US
TMUS
+$2.26M

Sector Composition

1 Technology 21.77%
2 Consumer Discretionary 18.99%
3 Financials 18.77%
4 Industrials 18.26%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$344K 0.02%
+3,169
77
$342K 0.02%
4,500
+117
78
$336K 0.02%
+6,015
79
$332K 0.02%
3,848
80
$321K 0.02%
+3,100
81
$308K 0.02%
1,460
82
$302K 0.02%
+1,311
83
$295K 0.02%
+5,336
84
$289K 0.02%
+3,824
85
$285K 0.02%
3,874
-975
86
$248K 0.02%
+9,520
87
$239K 0.02%
+1,000
88
$236K 0.02%
+888
89
$227K 0.02%
+1,098
90
$216K 0.02%
4,152
-3,500
91
$215K 0.02%
+4,740
92
$210K 0.01%
+2,800
93
$210K 0.01%
+5,802
94
$208K 0.01%
+2,272
95
$36K ﹤0.01%
+2,143
96
– –
-16,878
1 2 3
4