SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
-0.58%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.28B
AUM Growth
+$1.28B
(-3.5%)
Cap. Flow
-$31.5M
Cap. Flow
% of AUM
-2.45%
Top 10 Holdings %
Top 10 Hldgs %
45.55%
Holding
93
New
–
Increased
10
Reduced
62
Closed
7
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$522K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$208K |
| 3 |
Merck
MRK
|
$26.3K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$8.61K |
| 5 |
Aon
AON
|
$7.5K |
Top Sells
| 1 |
McKesson
MCK
|
$3.69M |
| 2 |
Motorola Solutions
MSI
|
$2.33M |
| 3 |
Waste Management
WM
|
$1.75M |
| 4 |
T-Mobile US
TMUS
|
$1.67M |
| 5 |
Morgan Stanley
MS
|
$1.27M |
Sector Composition
| 1 | Technology | 24.36% |
| 2 | Financials | 17.3% |
| 3 | Industrials | 17.25% |
| 4 | Consumer Discretionary | 14.08% |
| 5 | Healthcare | 12.38% |
