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
$766M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$1.11M
3
+$910K
4
FITB icon
Fifth Third Bancorp
FITB
+$749K
5
BAC icon
Bank of America
BAC
+$685K

Top Sells

1
+$48M
2
+$40.4M
3
+$20.6M
4
EBAY icon
eBay
EBAY
+$14.1M
5
MAS icon
Masco
MAS
+$2.87M

Sector Composition

1 Financials 28.76%
2 Healthcare 18.67%
3 Consumer Discretionary 18.58%
4 Technology 10.41%
5 Communication Services 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.7M 6.35%
421,558
+4,280
2
$47.9M 6.25%
176,183
-335
3
$37M 4.83%
931,324
+5,550
4
$34.1M 4.45%
575,716
+7,750
5
$32.4M 4.23%
450,716
+5,133
6
$31.6M 4.12%
1,076,602
+13,650
7
$31.5M 4.1%
1,055,502
+19,219
8
$30.7M 4%
1,969,485
+43,937
9
$28.7M 3.74%
578,110
+18,337
10
$27.8M 3.63%
332,135
+3,400
11
$27.7M 3.61%
653,304
+8,358
12
$26.4M 3.45%
635,579
+13,855
13
$24.9M 3.24%
502,164
+11,300
14
$23.2M 3.03%
922,509
-114,097
15
$23.1M 3.01%
2,904,471
+44,189
16
$21.6M 2.81%
684,565
+14,540
17
$20.8M 2.72%
1,102,210
+39,600
18
$20.7M 2.7%
2,235,850
+71,050
19
$19.1M 2.49%
557,078
+12,450
20
$18.8M 2.45%
713,899
+10,262
21
$16.4M 2.14%
238,535
+3,272
22
$16.1M 2.1%
285,421
+4,353
23
$14.8M 1.93%
691,400
+9,350
24
$14.3M 1.86%
897,210
+30,000
25
$13.1M 1.71%
+421,710
1
2 3