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
$1.12B
AUM Growth
+$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.04M
3
+$3.54M
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$2.27M
5
AAPL icon
Apple
AAPL
+$1.88M

Top Sells

1
+$509K
2
+$448K
3
+$418K
4
BAC icon
Bank of America
BAC
+$290K
5
ADI icon
Analog Devices
ADI
+$255K

Sector Composition

1 Financials 27.8%
2 Technology 22.4%
3 Consumer Discretionary 11.04%
4 Industrials 9.42%
5 Consumer Staples 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.3M 5.03%
344,411
-800
2
$50M 4.47%
1,974,669
-11,430
3
$48.4M 4.32%
784,668
-7,270
4
$47.5M 4.24%
670,025
+1,190
5
$45.2M 4.03%
620,786
+1,360
6
$41.9M 3.74%
3,356,182
-5,839
7
$41.4M 3.69%
461,541
-1,750
8
$40.1M 3.58%
917,195
+9,800
9
$39.6M 3.54%
992,099
-1,600
10
$38.4M 3.43%
490,585
+9,880
11
$38.3M 3.42%
896,872
+7,000
12
$37.3M 3.33%
1,109,747
+14,526
13
$36.7M 3.27%
432,136
+965
14
$35.3M 3.15%
388,121
+1,961
15
$34.9M 3.12%
724,940
-840
16
$34.6M 3.09%
886,315
+4,046
17
$32.9M 2.94%
885,182
+4,970
18
$31.9M 2.85%
1,065,150
-200
19
$31.7M 2.83%
1,131,288
-3,160
20
$30.7M 2.74%
2,449,150
+23,450
21
$29.8M 2.66%
682,681
-4,530
22
$26.8M 2.39%
313,440
-4,890
23
$26.1M 2.33%
519,706
-956
24
$25M 2.23%
378,024
-660
25
$24.3M 2.17%
282,123
-2,960
1
2 3 4