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
$826M
AUM Growth
-$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$14.6M
3
+$2.69M
4
TMUS icon
T-Mobile US
TMUS
+$2.6M
5
MTG icon
MGIC Investment
MTG
+$2.25M

Top Sells

1
+$25.2M
2
+$19.1M
3
+$12.3M
4
HD icon
Home Depot
HD
+$3.37M
5
PFE icon
Pfizer
PFE
+$2.85M

Sector Composition

1 Financials 21.08%
2 Consumer Discretionary 17.68%
3 Healthcare 13.5%
4 Technology 11.21%
5 Consumer Staples 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.3M 6.33%
391,846
-25,262
2
$40.3M 4.87%
909,003
-10,278
3
$35.7M 4.33%
559,462
-11,046
4
$32M 3.87%
1,056,962
-16,774
5
$31.6M 3.83%
666,434
-4,253
6
$29.5M 3.57%
+358,354
7
$28.7M 3.48%
913,475
-13,032
8
$28.5M 3.45%
496,664
-3,563
9
$28.4M 3.44%
440,323
-6,444
10
$26.9M 3.26%
1,989,943
+1,678
11
$26.9M 3.25%
955,829
-101,351
12
$26.7M 3.23%
2,937,248
-16,848
13
$26.7M 3.23%
451,718
-1,132
14
$24.4M 2.95%
584,242
+284
15
$23.7M 2.87%
328,950
-3,679
16
$23.1M 2.79%
86,123
-672
17
$22.8M 2.76%
495,042
-3,607
18
$19.6M 2.38%
587,155
-7,300
19
$18.5M 2.24%
1,110,426
-10,451
20
$17.8M 2.15%
373,134
-1,866
21
$17.6M 2.13%
703,311
+5,320
22
$17.4M 2.11%
710,449
-6,720
23
$17.3M 2.09%
2,253,450
+293,400
24
$17M 2.05%
286,559
+559
25
$16.4M 1.98%
700,000
-3,812
1
2 3 4