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
$906M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$635K
3
+$628K
4
FITB icon
Fifth Third Bancorp
FITB
+$531K
5
RDN icon
Radian Group
RDN
+$397K

Top Sells

1
+$3.43M
2
+$2M
3
+$1.67M
4
NWL icon
Newell Brands
NWL
+$1.12M
5
MAS icon
Masco
MAS
+$829K

Sector Composition

1 Financials 21.94%
2 Technology 19.77%
3 Consumer Discretionary 12.31%
4 Consumer Staples 10.69%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 5.12%
360,400
-26,679
2
$46.1M 5.08%
874,588
-21,315
3
$38M 4.19%
812,590
-4,236
4
$36.3M 4.01%
667,660
+1,125
5
$34.3M 3.79%
3,341,054
+10,417
6
$34M 3.75%
484,263
-11,601
7
$33.7M 3.72%
+1,061,471
8
$32.6M 3.6%
363,529
+925
9
$31.9M 3.52%
418,546
+2,175
10
$31.8M 3.51%
2,033,868
+14,825
11
$30.4M 3.35%
885,410
-24,155
12
$29.8M 3.29%
988,005
-55,382
13
$29M 3.21%
455,507
+1,089
14
$28.3M 3.13%
599,979
+4,865
15
$27.9M 3.08%
518,238
-37,062
16
$26.3M 2.91%
328,066
-2,384
17
$25.4M 2.81%
892,981
+2,906
18
$23.2M 2.56%
1,132,998
+25,950
19
$23.2M 2.56%
722,425
+9,960
20
$20.6M 2.27%
706,388
-2,761
21
$20.3M 2.24%
88,074
-234
22
$20.3M 2.24%
503,172
+2,667
23
$20.1M 2.22%
600,855
+5,950
24
$18.9M 2.08%
373,734
-750
25
$18.7M 2.07%
2,338,800
+78,500
1
2 3