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
$777M
AUM Growth
+$9.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$495K
3
+$482K
4
MS icon
Morgan Stanley
MS
+$403K
5
TOL icon
Toll Brothers
TOL
+$347K

Top Sells

1
+$1.86M
2
+$415K
3
+$375K
4
HSH
HILLSHIRE BRANDS CO
HSH
+$201K
5
DHI icon
D.R. Horton
DHI
+$82.1K

Sector Composition

1 Financials 21.98%
2 Healthcare 20.39%
3 Consumer Discretionary 15.68%
4 Technology 12.9%
5 Communication Services 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 6.12%
197,200
-7,710
2
$41.8M 5.38%
1,025,701
+1,325
3
$38M 4.89%
414,401
+5,400
4
$33.3M 4.28%
732,020
-8,250
5
$31.4M 4.04%
1,839,298
+19,050
6
$31.2M 4.02%
610,762
+3,875
7
$31.2M 4.01%
906,299
+6,150
8
$29M 3.73%
565,692
+4,825
9
$27.8M 3.57%
321,039
-4,800
10
$27.5M 3.54%
980,159
+11,857
11
$27.2M 3.5%
524,691
+14,750
12
$25.6M 3.29%
604,556
+7,725
13
$24.1M 3.11%
433,812
+3,150
14
$23.6M 3.03%
306,077
+175
15
$22.8M 2.94%
478,625
-200
16
$22.8M 2.93%
956,316
+11,464
17
$22.3M 2.86%
643,900
+11,650
18
$21.8M 2.8%
2,796,719
+20,370
19
$21.5M 2.76%
1,046,052
-4,000
20
$20.7M 2.67%
985,525
+14,026
21
$20.6M 2.64%
316,935
+7,425
22
$20.5M 2.63%
1,021,560
+12,850
23
$17.5M 2.26%
233,270
+1,020
24
$15.5M 1.99%
686,125
+5,875
25
$15.4M 1.98%
494,800
+11,150
1
2 3