SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+15.22%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.71B
AUM Growth
+$1.71B
(+16%)
Cap. Flow
+$33.1M
Cap. Flow
% of AUM
1.94%
Top 10 Holdings %
Top 10 Hldgs %
45.68%
Holding
105
New
10
Increased
41
Reduced
36
Closed
5
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$27.7M |
| 2 |
Medical Properties Trust
MPW
|
$15.9M |
| 3 |
Ciena
CIEN
|
$1.11M |
| 4 |
Cisco
CSCO
|
$1.02M |
| 5 |
PACCAR
PCAR
|
$851K |
Top Sells
| 1 |
AT&T
T
|
$7.74M |
| 2 |
Morgan Stanley
MS
|
$1.81M |
| 3 |
Blackstone
BX
|
$1.75M |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$1.69M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Intel
INTC
$107B
| – | – |
-8,443
| Closed | -$450K |
|
102
Medtronic
MDT
$119B
| – | – |
-1,829
| Closed | -$229K |
|
|
103
AT&T
T
$209B
| – | – |
-286,558
| Closed | -$7.74M |
|
104
Exxon Mobil
XOM
$487B
| – | – |
-5,015
| Closed | -$295K |
|
105
ReWalk Robotics
LFWD
$9.97M
| – | – |
-15,000
| Closed | -$23K |
|