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
+$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$923K
2
+$757K
3
+$734K
4
C icon
Citigroup
C
+$725K
5
LEN icon
Lennar Class A
LEN
+$691K

Top Sells

1
+$20.9M
2
+$467K
3
+$362K
4
ADP icon
Automatic Data Processing
ADP
+$308K
5
GE icon
GE Aerospace
GE
+$245K

Sector Composition

1 Financials 27.44%
2 Technology 22.68%
3 Consumer Discretionary 10.95%
4 Consumer Staples 9.57%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53M 5.02%
345,211
+1,981
2
$48.2M 4.57%
1,986,099
+131
3
$48M 4.55%
791,938
+2,300
4
$47.7M 4.53%
889,872
+5,852
5
$43M 4.08%
668,835
+2,650
6
$41.4M 3.93%
619,426
+10,843
7
$41.3M 3.92%
3,362,021
+25,810
8
$39M 3.7%
907,395
+5,950
9
$37.4M 3.55%
431,171
+8,725
10
$35.6M 3.38%
463,291
+2,590
11
$35.3M 3.34%
480,705
+10,000
12
$34.4M 3.26%
993,699
+3,200
13
$34.3M 3.25%
1,095,221
+9,150
14
$33.7M 3.2%
882,269
+4,300
15
$33.7M 3.19%
386,160
+10,595
16
$33.5M 3.18%
880,212
+2,450
17
$32.3M 3.07%
725,780
+6,200
18
$32M 3.04%
1,065,350
+12,600
19
$29.4M 2.79%
1,134,448
+7,000
20
$27.2M 2.58%
2,425,700
+25,950
21
$26.4M 2.51%
520,662
+13,605
22
$26.2M 2.48%
318,330
-1,770
23
$26.1M 2.48%
687,211
-2,300
24
$24.1M 2.29%
378,684
+3,100
25
$22.2M 2.1%
285,083
+3,751
1
2 3 4