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
$1.58B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$41M
3
+$31.6M
4
TMUS icon
T-Mobile US
TMUS
+$1.4M
5
WEC icon
WEC Energy
WEC
+$771K

Top Sells

1
+$82M
2
+$10.3M
3
+$8.91M
4
HD icon
Home Depot
HD
+$5.95M
5
WM icon
Waste Management
WM
+$4.8M

Sector Composition

1 Technology 26.95%
2 Financials 17.58%
3 Industrials 16.31%
4 Consumer Discretionary 14.9%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.02%
1,471
-150
77
$319K 0.02%
2,956
+14
78
$302K 0.02%
1,578
-9
79
$286K 0.02%
1,460
80
$281K 0.02%
2,612
81
$281K 0.02%
1,180
-2
82
$274K 0.02%
10,040
-1,180
83
$270K 0.02%
720
-12
84
$269K 0.02%
+936
85
$265K 0.02%
1,162
-223
86
$264K 0.02%
3,220
-42
87
$251K 0.02%
1,000
-13
88
$241K 0.02%
926
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89
$238K 0.02%
+4,448
90
$236K 0.02%
+2,863
91
$235K 0.01%
4,734
-345
92
$232K 0.01%
4,371
-965
93
$225K 0.01%
+5,355
94
$222K 0.01%
4,003
-2,595
95
$215K 0.01%
6,303
96
$211K 0.01%
4,053
-427
97
$210K 0.01%
3,000
98
$209K 0.01%
2,282
99
$202K 0.01%
2,800
100
$202K 0.01%
2,390
-64
1 2 3
4
5