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
$1.48B
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$229K
3
+$211K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209K
5
DHR icon
Danaher
DHR
+$204K

Top Sells

1
+$9.81M
2
+$3.44M
3
+$1.89M
4
HD icon
Home Depot
HD
+$1.56M
5
WM icon
Waste Management
WM
+$1.43M

Sector Composition

1 Technology 21.64%
2 Financials 20.6%
3 Industrials 18.01%
4 Consumer Discretionary 18.01%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.02%
4,194
+346
77
$341K 0.02%
1,550
78
$329K 0.02%
4,500
79
$328K 0.02%
1,460
80
$327K 0.02%
5,507
+171
81
$318K 0.02%
6,000
82
$308K 0.02%
1,385
+227
83
$295K 0.02%
5,015
84
$286K 0.02%
3,000
85
$265K 0.02%
1,000
86
$234K 0.02%
407
87
$230K 0.02%
6,303
+501
88
$229K 0.02%
+1,829
89
$220K 0.01%
4,740
90
$211K 0.01%
716
-200
91
$209K 0.01%
+1,819
92
$209K 0.01%
2,282
+10
93
$206K 0.01%
2,624
-1,200
94
$204K 0.01%
+755
95
$23K ﹤0.01%
2,143
96
– –
-2,597
1 2 3
4