SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+14.56%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.43B
AUM Growth
+$1.43B
(+12%)
Cap. Flow
+$9.22M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
44.5%
Holding
96
New
17
Increased
13
Reduced
41
Closed
1
Top Buys
| 1 |
Ford
F
|
$37.4M |
| 2 |
General Motors
GM
|
$37.3M |
| 3 |
Motorola Solutions
MSI
|
$371K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$344K |
| 5 |
Exxon Mobil
XOM
|
$336K |
Top Sells
| 1 |
Clorox
CLX
|
$20.8M |
| 2 |
Procter & Gamble
PG
|
$19.7M |
| 3 |
Morgan Stanley
MS
|
$9.07M |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$8.92M |
| 5 |
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% |
