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
$1.05B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$839K
3
+$659K
4
PG icon
Procter & Gamble
PG
+$555K
5
LEN icon
Lennar Class A
LEN
+$456K

Top Sells

1
+$15.4M
2
+$13.2M
3
+$1.06M
4
BAC icon
Bank of America
BAC
+$868K
5
TXN icon
Texas Instruments
TXN
+$819K

Sector Composition

1 Financials 26.12%
2 Technology 23.19%
3 Consumer Discretionary 10.51%
4 Consumer Staples 9.11%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51M 4.88%
789,638
-16,450
2
$50.4M 4.82%
343,230
+2,807
3
$46.8M 4.48%
1,985,968
-36,800
4
$42.2M 4.04%
3,336,211
-21,563
5
$41.7M 3.99%
884,020
+5,350
6
$38.6M 3.69%
666,185
-2,300
7
$37.1M 3.55%
460,701
-10,170
8
$36.8M 3.52%
+901,445
9
$36.7M 3.51%
1,086,071
+19,500
10
$36.4M 3.48%
422,446
+1,175
11
$36.4M 3.48%
608,583
-1,700
12
$35.6M 3.41%
877,762
-9,350
13
$34.3M 3.28%
470,705
+11,500
14
$33.7M 3.23%
375,565
+6,180
15
$33M 3.15%
990,499
+11,846
16
$30.8M 2.95%
719,580
-6,000
17
$29.8M 2.85%
877,969
-3,200
18
$28.6M 2.74%
1,127,448
+2,700
19
$28.4M 2.72%
1,052,750
+7,150
20
$26.9M 2.57%
320,100
-6,755
21
$24.7M 2.36%
507,057
+9,350
22
$24.3M 2.32%
2,399,750
+15,700
23
$24.1M 2.3%
689,511
-13,100
24
$23.6M 2.26%
375,584
-500
25
$23.1M 2.2%
281,332
-2,950
1
2 3 4