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
$1.71B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.9M
3
+$1.11M
4
CSCO icon
Cisco
CSCO
+$1.02M
5
PCAR icon
PACCAR
PCAR
+$851K

Top Sells

1
+$7.74M
2
+$1.81M
3
+$1.75M
4
XLNX
Xilinx Inc
XLNX
+$1.69M
5
HD icon
Home Depot
HD
+$1.25M

Sector Composition

1 Technology 21.74%
2 Consumer Discretionary 19.37%
3 Financials 18.4%
4 Industrials 17%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.02%
1,460
77
$341K 0.02%
4,339
-161
78
$337K 0.02%
2,942
-1,027
79
$334K 0.02%
1,385
80
$330K 0.02%
+11,220
81
$319K 0.02%
1,587
+37
82
$301K 0.02%
+1,182
83
$300K 0.02%
2,612
-1,050
84
$300K 0.02%
5,336
-171
85
$296K 0.02%
1,013
+13
86
$265K 0.02%
+4,480
87
$251K 0.01%
+631
88
$250K 0.01%
+3,262
89
$250K 0.01%
716
90
$245K 0.01%
5,079
+339
91
$240K 0.01%
423
+16
92
$233K 0.01%
3,000
93
$229K 0.01%
785
+30
94
$229K 0.01%
2,454
-170
95
$228K 0.01%
6,303
96
$209K 0.01%
2,282
97
$209K 0.01%
1,911
-1,307
98
$208K 0.01%
1,819
99
$202K 0.01%
+2,800
100
$201K 0.01%
+2,472
1 2 3
4
5