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
$837M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$25.1M
3
+$14.5M
4
SANM icon
Sanmina
SANM
+$5.1M
5
FLEX icon
Flex
FLEX
+$3.5M

Top Sells

1
+$28.4M
2
+$26.9M
3
+$15.4M
4
TGNA icon
TEGNA Inc
TGNA
+$10.2M
5
GCI
Gannett Co., Inc
GCI
+$3.24M

Sector Composition

1 Financials 20.16%
2 Technology 15.46%
3 Consumer Discretionary 13.69%
4 Consumer Staples 11.31%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.4M 5.9%
387,079
-4,767
2
$43.5M 5.2%
895,903
-13,100
3
$40.8M 4.88%
555,300
-4,162
4
$35.3M 4.22%
816,826
+748,810
5
$32.8M 3.92%
1,043,387
-13,575
6
$31.1M 3.71%
495,864
-800
7
$30.7M 3.67%
666,535
+101
8
$30.7M 3.67%
362,604
+4,250
9
$30.1M 3.6%
454,418
+2,700
10
$29.6M 3.54%
3,330,637
+393,389
11
$28.1M 3.36%
909,565
-3,910
12
$27.5M 3.28%
416,371
+380,775
13
$26.8M 3.2%
2,019,043
+29,100
14
$26M 3.11%
330,450
+1,500
15
$25.2M 3.01%
595,114
+10,872
16
$23.9M 2.85%
890,075
+190,075
17
$22M 2.62%
500,505
+5,463
18
$21.8M 2.61%
594,905
+7,750
19
$20.4M 2.44%
88,308
+2,185
20
$19.5M 2.33%
1,107,048
-3,378
21
$19.2M 2.3%
374,484
+1,350
22
$18.5M 2.21%
712,465
+9,154
23
$16.7M 1.99%
709,149
-1,300
24
$16.3M 1.94%
287,110
+551
25
$16.2M 1.93%
117,010
+885
1
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