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
$1.33B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$254K
2
+$113K
3
+$64.2K
4
PCAR icon
PACCAR
PCAR
+$46.6K
5
SO icon
Southern Company
SO
+$38.9K

Top Sells

1
+$1.76M
2
+$908K
3
+$847K
4
BX icon
Blackstone
BX
+$810K
5
AMD icon
Advanced Micro Devices
AMD
+$710K

Sector Composition

1 Technology 25.22%
2 Industrials 16.91%
3 Financials 16.78%
4 Consumer Discretionary 13.48%
5 Healthcare 12.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
76
iShares Core S&P Small-Cap ETF
IJR
$91.5B
$273K 0.02%
2,956
IEF icon
77
iShares 7-10 Year Treasury Bond ETF
IEF
$44.7B
$267K 0.02%
2,612
AMT icon
78
American Tower
AMT
$85.1B
$257K 0.02%
1,000
GOOG icon
79
Alphabet (Google) Class C
GOOG
$3.79T
$254K 0.02%
+2,320
IUSG icon
80
iShares Core S&P US Growth ETF
IUSG
$26.4B
$253K 0.02%
3,026
-603
HELE icon
81
Helen of Troy
HELE
$506M
$237K 0.02%
1,460
VO icon
82
Vanguard Mid-Cap ETF
VO
$91.5B
$236K 0.02%
1,200
+20
META icon
83
Meta Platforms (Facebook)
META
$1.65T
$229K 0.02%
1,421
-50
WMT icon
84
Walmart Inc. Common Stock
WMT
$921B
$215K 0.02%
5,304
+570
BFC icon
85
Bank First Corp
BFC
$1.34B
$213K 0.02%
2,800
BA icon
86
Boeing
BA
$157B
$212K 0.02%
1,550
-28
DGRO icon
87
iShares Core Dividend Growth ETF
DGRO
$36.1B
$212K 0.02%
4,448
PFE icon
88
Pfizer
PFE
$147B
$212K 0.02%
4,043
-10
BIL icon
89
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43B
$209K 0.02%
2,282
VUG icon
90
Vanguard Growth ETF
VUG
$204B
$209K 0.02%
936
DHR icon
91
Danaher
DHR
$164B
$208K 0.02%
926
SPIB icon
92
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$206K 0.02%
6,303
LFWD icon
93
ReWalk Robotics
LFWD
$12.9M
$16K ﹤0.01%
2,371
NFLX icon
94
Netflix
NFLX
$399B
– –
-7,200
NVDA icon
95
NVIDIA
NVDA
$4.4T
– –
-10,040
SPSM icon
96
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13.5B
– –
-5,355
SPTM icon
97
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
– –
-4,003
USB icon
98
US Bancorp
USB
$83.3B
– –
-4,371
VBK icon
99
Vanguard Small-Cap Growth ETF
VBK
$21.4B
– –
-1,334
VTI icon
100
Vanguard Total Stock Market ETF
VTI
$573B
– –
-1,162
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