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
$1.5B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$366K
3
+$274K
4
GM icon
General Motors
GM
+$243K
5
ADBE icon
Adobe
ADBE
+$238K

Top Sells

1
+$17.5M
2
+$1.14M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$629K
5
XLNX
Xilinx Inc
XLNX
+$622K

Sector Composition

1 Technology 21.83%
2 Financials 19.81%
3 Consumer Discretionary 18.22%
4 Industrials 18.13%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.02%
1,460
77
$332K 0.02%
3,848
78
$331K 0.02%
4,500
79
$318K 0.02%
6,000
-2,000
80
$316K 0.02%
5,015
-1,000
81
$313K 0.02%
1,311
82
$304K 0.02%
5,336
83
$280K 0.02%
3,824
84
$270K 0.02%
1,000
85
$262K 0.02%
916
+28
86
$258K 0.02%
1,158
+60
87
$238K 0.02%
+407
88
$223K 0.01%
4,740
89
$213K 0.01%
5,802
90
$208K 0.01%
2,272
91
$202K 0.01%
2,597
-1,277
92
$25K ﹤0.01%
2,143
93
– –
-2,800
94
– –
-9,520
95
– –
-4,152
96
– –
-600,219
1 2 3
4