SIM
Sadoff Investment Management Portfolio holdings
AUM
$1.28B
1-Year Est. Return
6.95%
1 Year Est. Return
-6.95%
AUM
$1.33B
AUM Growth
-$244M
(-15%)
Holding
102
Top Buys
| 1 | +$254K | |
| 2 | +$113K | |
| 3 | +$64.2K | |
| 4 |
PACCAR
PCAR
|
+$46.6K |
| 5 |
Southern Company
SO
|
+$38.9K |
Top Sells
| 1 | +$1.76M | |
| 2 | +$908K | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Small-Cap Growth ETF
VBK
$20.8B
| – | – |
-1,334
|
|
||
102
Vanguard Total Stock Market ETF
VTI
$549B
| – | – |
-1,162
|
|