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
$1.22B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$47M
2
+$32.7M
3
+$21.7M
4
CSCO icon
Cisco
CSCO
+$654K
5
ABBV icon
AbbVie
ABBV
+$645K

Top Sells

1
+$38.3M
2
+$25.6M
3
+$7.22M
4
BAC icon
Bank of America
BAC
+$5.22M
5
SCG
Scana
SCG
+$4.99M

Sector Composition

1 Financials 27.18%
2 Technology 21.18%
3 Industrials 15.07%
4 Consumer Discretionary 14.84%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 5.28%
341,236
-3,175
2
$53.1M 4.34%
1,797,969
-176,700
3
$50.2M 4.1%
982,246
-9,853
4
$47.2M 3.85%
918,695
+1,500
5
$47.1M 3.84%
741,118
-43,550
6
$47M 3.84%
+298,495
7
$45.2M 3.69%
607,361
-13,425
8
$44M 3.6%
3,248,669
-107,513
9
$43.2M 3.53%
1,126,815
+17,068
10
$42.9M 3.5%
497,135
+6,550
11
$42M 3.43%
622,900
-47,125
12
$41M 3.35%
392,403
-69,138
13
$39M 3.18%
431,588
-548
14
$38.6M 3.15%
877,915
-8,400
15
$37.2M 3.03%
708,140
-16,800
16
$36M 2.94%
391,680
+3,559
17
$34.3M 2.8%
608,800
+200
18
$34.3M 2.8%
1,130,938
-350
19
$34.2M 2.79%
2,420,800
-28,350
20
$33.9M 2.77%
1,060,350
-4,800
21
$32.7M 2.68%
+1,025,000
22
$31.6M 2.58%
515,874
-3,832
23
$30.5M 2.49%
615,594
-67,087
24
$29.1M 2.38%
882,912
-2,270
25
$25.4M 2.08%
376,424
-1,600
1
2 3 4