SIM

Sadoff Investment Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 6.95%
This Quarter Est. Return
1 Year Est. Return
-6.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1 +$30.6M
2 +$30.6M
3 +$25.6M
4
PFE icon
Pfizer
PFE
+$24.8M
5
VTRS icon
Viatris
VTRS
+$24.7M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 21.57%
2 Consumer Discretionary 18.09%
3 Financials 14.76%
4 Consumer Staples 13.02%
5 Technology 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$30.6M 5.57%
+242,734
2
$30.6M 5.56%
+394,375
3
$25.6M 4.65%
+1,018,200
4
$24.8M 4.52%
+934,727
5
$24.7M 4.48%
+794,525
6
$24.3M 4.42%
+543,630
7
$23.1M 4.2%
+583,013
8
$22.9M 4.16%
+477,268
9
$22.6M 4.11%
+562,842
10
$22.4M 4.06%
+1,737,950
11
$22.1M 4.02%
+843,050
12
$21.4M 3.88%
+313,881
13
$20M 3.65%
+920,819
14
$19.9M 3.62%
+322,754
15
$19.9M 3.61%
+933,500
16
$18.6M 3.39%
+685,458
17
$17.9M 3.26%
+577,225
18
$17.2M 3.13%
+954,650
19
$15.9M 2.89%
+455,924
20
$15.2M 2.77%
+889,461
21
$14.8M 2.68%
+419,993
22
$14M 2.55%
+430,350
23
$13.8M 2.51%
+281,105
24
$13.1M 2.38%
+236,187
25
$12M 2.18%
+702,535