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
$869M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$23.2M
3
+$22.5M
4
RSG icon
Republic Services
RSG
+$16.5M
5
XLNX
Xilinx Inc
XLNX
+$816K

Top Sells

1
+$27.9M
2
+$2.44M
3
+$1.43M
4
HD icon
Home Depot
HD
+$589K
5
NWL icon
Newell Brands
NWL
+$531K

Sector Composition

1 Financials 25.76%
2 Consumer Discretionary 19.94%
3 Healthcare 14.88%
4 Technology 9.66%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.2M 6.35%
417,108
-4,450
2
$40.5M 4.66%
919,281
-12,043
3
$39.2M 4.52%
570,508
-5,208
4
$34.4M 3.96%
1,073,736
-2,866
5
$33.5M 3.85%
1,988,265
+18,780
6
$32.4M 3.73%
1,057,180
+1,678
7
$31.5M 3.63%
670,687
+17,383
8
$30.2M 3.48%
583,958
+5,848
9
$29.1M 3.35%
446,767
-3,949
10
$28M 3.23%
332,629
+494
11
$27.4M 3.16%
500,227
-1,937
12
$27.1M 3.12%
86,795
-89,388
13
$26.2M 3.02%
926,507
+3,998
14
$25.2M 2.9%
643,148
+7,569
15
$25M 2.87%
2,954,096
+49,625
16
$24.2M 2.78%
+452,850
17
$23.2M 2.67%
+498,649
18
$22.5M 2.59%
+594,455
19
$22.5M 2.59%
1,120,877
+18,667
20
$22.2M 2.56%
697,991
+13,426
21
$21.3M 2.45%
717,169
+3,270
22
$19.1M 2.19%
572,377
+15,299
23
$17.3M 1.99%
1,960,050
-275,800
24
$16.5M 1.9%
+375,000
25
$15.8M 1.82%
286,000
+579
1
2 3