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

Top Buys

1
+$67.4M
2
+$42.6M
3
+$29.3M
4
TMUS icon
T-Mobile US
TMUS
+$1.3M
5
GE icon
GE Aerospace
GE
+$762K

Top Sells

1
+$82M
2
+$11.4M
3
+$9.29M
4
HD icon
Home Depot
HD
+$6.9M
5
WM icon
Waste Management
WM
+$4.59M

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
101
$19K ﹤0.01%
+2,371
102
– –
-2,472
103
– –
-631
104
– –
-6,961
105
– –
-1,911
106
– –
-3,300
107
– –
-8,598
108
– –
-423
109
– –
-1,819
110
– –
-716
111
– –
-28,116
112
– –
-386,644
1 2 3 4
5