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
$1.19B
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$1.8M
3
+$1.07M
4
WM icon
Waste Management
WM
+$1.01M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$665K

Top Sells

1
+$34.3M
2
+$530K
3
+$508K
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$414K
5
CBOE icon
Cboe Global Markets
CBOE
+$377K

Sector Composition

1 Financials 28.11%
2 Technology 21.85%
3 Consumer Discretionary 16.51%
4 Industrials 14.56%
5 Communication Services 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61M 5.14%
342,323
+1,087
2
$60.2M 5.08%
1,055,824
+539,950
3
$53.6M 4.52%
1,788,458
-9,511
4
$48.8M 4.12%
1,138,465
+11,650
5
$48.2M 4.07%
923,945
+5,250
6
$46.5M 3.92%
441,743
+10,155
7
$45.8M 3.86%
749,903
+8,785
8
$45.4M 3.82%
627,960
+5,060
9
$44.5M 3.75%
302,105
+3,610
10
$42.8M 3.61%
509,090
+11,955
11
$42.5M 3.58%
970,164
-12,082
12
$41.6M 3.5%
615,565
+8,204
13
$40.6M 3.42%
390,773
-1,630
14
$40.3M 3.39%
3,271,028
+22,359
15
$38.3M 3.23%
710,645
+2,505
16
$35.7M 3.01%
1,124,866
-6,072
17
$35.3M 2.97%
872,765
-5,150
18
$33.6M 2.83%
606,434
-9,160
19
$31.6M 2.67%
2,434,250
+13,450
20
$31M 2.61%
390,680
-1,000
21
$30M 2.53%
1,076,450
+16,100
22
$29.4M 2.48%
1,033,750
+8,750
23
$24.9M 2.1%
273,183
+2,235
24
$24.9M 2.1%
375,749
-675
25
$23.1M 1.95%
884,212
+1,300
1
2 3 4