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
$722M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$13.1M
3
+$12.8M
4
T icon
AT&T
T
+$6.61M
5
ORI icon
Old Republic International
ORI
+$6.6M

Top Sells

1
+$10.9M
2
+$10.2M
3
+$5.12M
4
KO icon
Coca-Cola
KO
+$3.5M
5
AGN
Allergan plc
AGN
+$3.41M

Sector Composition

1 Financials 21.3%
2 Healthcare 19.83%
3 Consumer Discretionary 15.58%
4 Consumer Staples 10.28%
5 Communication Services 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.7M 5.78%
1,031,076
+6,626
2
$36.7M 5.08%
218,325
-20,305
3
$33.7M 4.67%
776,615
-10,860
4
$33.1M 4.59%
402,051
+4,926
5
$29.6M 4.1%
557,517
-113
6
$28.6M 3.96%
882,199
+27,199
7
$27.9M 3.87%
1,793,028
+8,628
8
$27.7M 3.84%
954,864
+2,166
9
$27M 3.75%
309,614
-6,017
10
$27M 3.75%
588,847
+84
11
$26.2M 3.63%
602,337
+20,912
12
$25.6M 3.55%
492,218
+9,800
13
$22.6M 3.13%
326,989
+2,965
14
$22.3M 3.09%
1,000,052
+39,802
15
$21.5M 2.98%
932,022
+10,134
16
$20.8M 2.89%
990,710
+23,460
17
$20.7M 2.86%
470,975
+5,501
18
$19.7M 2.74%
478,001
-84,641
19
$19.2M 2.66%
+612,400
20
$18.6M 2.58%
930,873
+27,073
21
$18M 2.5%
686,886
-1,013
22
$17.5M 2.42%
422,262
+469
23
$17M 2.35%
458,300
+14,500
24
$16.2M 2.24%
241,793
+1,121
25
$14.7M 2.04%
288,773
+3,041
1
2 3