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
$768M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$14.8M
3
+$12.4M
4
TIME
Time Inc.
TIME
+$695K
5
MAS icon
Masco
MAS
+$390K

Top Sells

1
+$17.2M
2
+$15.1M
3
+$14M
4
AGN
Allergan plc
AGN
+$2.31M
5
CHS
Chicos FAS, Inc.
CHS
+$1.9M

Sector Composition

1 Financials 21.32%
2 Healthcare 20.6%
3 Consumer Discretionary 15.43%
4 Technology 13.49%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.7M 5.95%
204,910
-10,370
2
$38.2M 4.97%
740,270
-24,025
3
$36M 4.69%
1,024,376
-1,150
4
$33.1M 4.31%
409,001
+4,150
5
$31.1M 4.05%
606,887
-150
6
$28.2M 3.68%
596,831
-1,016
7
$28M 3.64%
1,820,248
+10,820
8
$27.9M 3.63%
900,149
+8,950
9
$27.7M 3.61%
325,839
-2,100
10
$27.3M 3.55%
968,302
+5,744
11
$27.2M 3.54%
560,867
+350
12
$26.5M 3.45%
305,902
-2,250
13
$25.8M 3.36%
1,050,052
+11,950
14
$24M 3.13%
509,941
+4,473
15
$23.2M 3.02%
+2,776,349
16
$22.9M 2.98%
478,825
+1,450
17
$21.8M 2.84%
430,662
+2,250
18
$21.5M 2.8%
1,008,710
-1,200
19
$20.4M 2.66%
632,250
+7,800
20
$19.9M 2.59%
944,852
-2,614
21
$19.2M 2.51%
309,510
+4,800
22
$19M 2.47%
971,499
+19,972
23
$17.8M 2.32%
483,650
+8,500
24
$16.3M 2.12%
232,250
-10,847
25
$14.8M 1.92%
+647,925
1
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