SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
This Quarter Return
-12.84%
1 Year Return
-6.95%
3 Year Return
+48.83%
5 Year Return
+89.15%
10 Year Return
–
AUM
$1.33B
AUM Growth
+$1.33B
(-15%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
43.76%
Holding
102
New
1
Increased
12
Reduced
59
Closed
9
Top Buys
| 1 |
Amazon
AMZN
|
$670K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$254K |
| 3 |
Exxon Mobil
XOM
|
$113K |
| 4 |
Consolidated Edison
ED
|
$64.2K |
| 5 |
PACCAR
PCAR
|
$46.6K |
Top Sells
| 1 |
McKesson
MCK
|
$1.76M |
| 2 |
Waste Management
WM
|
$908K |
| 3 |
Motorola Solutions
MSI
|
$847K |
| 4 |
Blackstone
BX
|
$810K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
NVIDIA
NVDA
$4.16T
| – | – |
-1,004
| Closed | -$274K |
|
102
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.4B
| – | – |
-5,355
| Closed | -$225K |
|