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
$893M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$666K
3
+$575K
4
EBAY icon
eBay
EBAY
+$573K
5
BAC icon
Bank of America
BAC
+$554K

Top Sells

1
+$1.03M
2
+$459K
3
+$239K
4
DTV
DIRECTV COM STK (DE)
DTV
+$220K
5
ABBV icon
AbbVie
ABBV
+$211K

Sector Composition

1 Healthcare 21.93%
2 Financials 20.39%
3 Consumer Discretionary 16.86%
4 Technology 13.09%
5 Communication Services 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.3M 6.42%
192,689
-3,446
2
$47.4M 5.31%
417,538
-684
3
$45.7M 5.11%
1,027,683
+8,250
4
$42.4M 4.75%
715,176
-7,739
5
$37.2M 4.17%
577,066
+3,274
6
$36M 4.03%
920,899
+5,500
7
$34.3M 3.84%
620,688
+4,176
8
$33.9M 3.8%
1,028,182
+15,235
9
$30.4M 3.4%
1,066,602
+9,950
10
$29.1M 3.26%
1,893,173
+36,000
11
$28.4M 3.18%
551,713
+15,824
12
$28M 3.13%
443,772
+6,292
13
$27.8M 3.11%
485,939
+1,714
14
$27.3M 3.06%
2,862,140
+12,474
15
$26.9M 3.01%
316,039
-2,582
16
$26.4M 2.96%
624,935
+8,729
17
$24.1M 2.7%
1,028,969
+24,496
18
$23.9M 2.67%
982,752
+23,585
19
$23.8M 2.67%
327,809
+3,624
20
$23.7M 2.66%
664,550
+11,350
21
$21.3M 2.39%
311,927
+3,000
22
$21M 2.35%
533,324
+16,924
23
$20.2M 2.26%
707,651
+7,276
24
$19.9M 2.23%
235,370
+350
25
$19.4M 2.17%
1,028,510
+3,750
1
2 3