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
$972M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$2.06M
3
+$845K
4
C icon
Citigroup
C
+$612K
5
ADP icon
Automatic Data Processing
ADP
+$514K

Top Sells

1
+$27.9M
2
+$2.68M
3
+$977K
4
TMUS icon
T-Mobile US
TMUS
+$374K
5
ABBV icon
AbbVie
ABBV
+$372K

Sector Composition

1 Financials 25.64%
2 Technology 22.53%
3 Consumer Discretionary 11.16%
4 Consumer Staples 9.04%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.4M 4.77%
806,088
-6,502
2
$45.6M 4.7%
340,423
-19,977
3
$44.7M 4.6%
2,022,768
-11,100
4
$40.4M 4.15%
668,485
+825
5
$39.2M 4.04%
878,670
+4,082
6
$36.4M 3.74%
3,357,774
+16,720
7
$36.3M 3.73%
610,283
+10,304
8
$34.9M 3.59%
421,271
+2,725
9
$34.4M 3.54%
470,871
-13,392
10
$32.6M 3.35%
459,205
+3,698
11
$32.5M 3.35%
887,112
-5,869
12
$32.2M 3.32%
1,066,571
+5,100
13
$31.1M 3.2%
369,385
+5,856
14
$30.7M 3.16%
725,580
+3,155
15
$30.3M 3.12%
1,124,748
-8,250
16
$27.9M 2.87%
881,169
-4,241
17
$26.7M 2.75%
978,653
-9,352
18
$25.4M 2.61%
+1,045,600
19
$24.3M 2.51%
702,611
-3,777
20
$24.3M 2.5%
2,384,050
+45,250
21
$24M 2.47%
326,855
-1,211
22
$21.5M 2.21%
376,084
+2,350
23
$20.6M 2.12%
284,282
-1,550
24
$20.3M 2.09%
497,707
-5,465
25
$20.2M 2.08%
593,955
-6,900
1
2 3 4