SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Fund
S&P 500
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
+$27.3M
2
+$14.5M
3
+$921K
4
CIEN icon
Ciena
CIEN
+$889K
5
PCAR icon
PACCAR
PCAR
+$836K

Top Sells

1
+$7.74M
2
+$1.83M
3
+$1.81M
4
XLNX
Xilinx Inc
XLNX
+$1.58M
5
HD icon
Home Depot
HD
+$1.14M

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
101
– –
-8,443
102
– –
-1,829
103
– –
-379,403
104
– –
-5,015
105
– –
-2,143
1 2 3 4
5