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
$920M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$16.3M
3
+$3.25M
4
BLD icon
TopBuild
BLD
+$2.97M
5
XLNX
Xilinx Inc
XLNX
+$884K

Top Sells

1
+$29M
2
+$4.91M
3
+$3.27M
4
BMY icon
Bristol-Myers Squibb
BMY
+$606K
5
VTRS icon
Viatris
VTRS
+$574K

Sector Composition

1 Financials 25.49%
2 Healthcare 21.84%
3 Consumer Discretionary 16.46%
4 Technology 9%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.6M 5.82%
176,518
-16,171
2
$48M 5.21%
706,718
-8,458
3
$46.4M 5.04%
417,278
-260
4
$40.4M 4.38%
1,027,183
-500
5
$38.1M 4.14%
925,774
+4,875
6
$37.8M 4.11%
567,966
-9,100
7
$33M 3.58%
1,036,283
+8,101
8
$32.8M 3.56%
1,925,548
+32,375
9
$32M 3.48%
621,724
+1,036
10
$30.9M 3.36%
559,773
+8,060
11
$29.9M 3.24%
445,583
+1,811
12
$29.1M 3.16%
1,062,952
-3,650
13
$28.5M 3.09%
644,946
+20,011
14
$27.4M 2.98%
328,735
+926
15
$26M 2.82%
670,025
+5,475
16
$25.4M 2.76%
1,001,270
+18,518
17
$25.3M 2.75%
490,864
+4,925
18
$24.6M 2.68%
+2,164,800
19
$24.4M 2.65%
2,860,282
-1,858
20
$24.3M 2.64%
1,036,606
+7,637
21
$22.1M 2.4%
1,062,610
+34,100
22
$21.1M 2.29%
703,637
-4,014
23
$20.8M 2.26%
544,628
+11,304
24
$20.6M 2.24%
319,183
+7,256
25
$20.6M 2.23%
235,263
-107
1
2 3