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
$1.16B
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$639K
3
+$484K
4
TEX icon
Terex
TEX
+$470K
5
XLNX
Xilinx Inc
XLNX
+$394K

Top Sells

1
+$1.04M
2
+$776K
3
+$706K
4
BAC icon
Bank of America
BAC
+$691K
5
HD icon
Home Depot
HD
+$676K

Sector Composition

1 Financials 27.27%
2 Technology 22.9%
3 Consumer Discretionary 16.37%
4 Industrials 14.52%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.1M 5.72%
338,856
-3,467
2
$53.7M 4.64%
1,055,897
+73
3
$50.9M 4.4%
437,229
-4,514
4
$49.7M 4.3%
1,763,958
-24,500
5
$48.4M 4.18%
1,124,537
-13,928
6
$47.1M 4.07%
922,420
-1,525
7
$44.6M 3.86%
746,713
-3,190
8
$42.6M 3.68%
386,323
-4,450
9
$41.6M 3.59%
621,033
+5,468
10
$41.5M 3.59%
510,465
+1,375
11
$41.4M 3.58%
633,990
+6,030
12
$40.6M 3.51%
299,455
-2,650
13
$39.1M 3.38%
952,950
-17,214
14
$36.1M 3.12%
589,464
-16,970
15
$35.3M 3.05%
3,316,511
+45,483
16
$33.3M 2.88%
703,000
-7,645
17
$32.4M 2.8%
864,515
-8,250
18
$32.3M 2.79%
1,124,052
-814
19
$30.3M 2.62%
388,335
-2,345
20
$29.5M 2.55%
1,074,075
-2,375
21
$28M 2.42%
1,027,975
-5,775
22
$26.5M 2.3%
906,037
+21,825
23
$25.9M 2.24%
270,117
-3,066
24
$25.9M 2.24%
2,413,825
-20,425
25
$25.7M 2.22%
375,474
-275
1
2 3 4