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
$858M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$740K
3
+$606K
4
XLNX
Xilinx Inc
XLNX
+$504K
5
LLY icon
Eli Lilly
LLY
+$500K

Top Sells

1
+$513K
2
+$317K
3
+$274K
4
DTV
DIRECTV COM STK (DE)
DTV
+$210K
5
KO icon
Coca-Cola
KO
+$77.5K

Sector Composition

1 Financials 21.25%
2 Healthcare 20.82%
3 Consumer Discretionary 15.79%
4 Technology 12.74%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.5M 6%
1,019,433
-6,268
2
$50.5M 5.88%
196,135
-1,065
3
$43.9M 5.12%
418,222
+3,821
4
$40.8M 4.75%
722,915
-9,105
5
$34.9M 4.06%
915,399
+9,100
6
$33.9M 3.95%
573,792
+8,100
7
$33.2M 3.87%
1,857,173
+17,875
8
$32.9M 3.83%
616,512
+5,750
9
$29.9M 3.49%
1,012,947
+32,788
10
$29M 3.38%
535,889
+11,198
11
$27.6M 3.22%
318,621
-2,418
12
$26.7M 3.11%
1,056,652
+10,600
13
$26.7M 3.11%
616,206
+11,650
14
$25.9M 3.02%
484,225
+5,600
15
$25.3M 2.95%
653,200
+9,300
16
$24.6M 2.86%
437,480
+3,668
17
$24M 2.8%
2,849,666
+52,947
18
$23.2M 2.71%
308,927
+2,850
19
$22.7M 2.64%
959,167
+2,851
20
$22.4M 2.61%
324,185
+7,250
21
$22.2M 2.59%
1,004,473
+18,948
22
$20.9M 2.43%
1,024,760
+3,200
23
$20.1M 2.34%
235,020
+1,750
24
$17.7M 2.06%
516,400
+21,600
25
$17M 1.98%
700,375
+14,250
1
2 3