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
+$181K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$605K
2
+$590K
3
+$587K
4
CAT icon
Caterpillar
CAT
+$576K
5
MS icon
Morgan Stanley
MS
+$489K

Top Sells

1
+$46.1M
2
+$7.03M
3
+$1.97M
4
LEN.B icon
Lennar Class B
LEN.B
+$836K
5
ETFC
E*Trade Financial Corporation
ETFC
+$738K

Sector Composition

1 Financials 28.1%
2 Technology 24.28%
3 Industrials 14.87%
4 Consumer Discretionary 11.85%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.8M 6.03%
336,906
-1,950
2
$56.8M 4.91%
436,616
-613
3
$55M 4.75%
1,129,747
+5,210
4
$52.4M 4.53%
745,988
-725
5
$51.5M 4.45%
1,748,333
-15,625
6
$50.7M 4.38%
632,053
-1,937
7
$46.7M 4.04%
516,990
+6,525
8
$46.2M 4%
303,230
+3,775
9
$45.2M 3.9%
919,095
-3,325
10
$44.7M 3.87%
623,533
+2,500
11
$41.2M 3.56%
383,963
-2,360
12
$39.5M 3.41%
936,229
-16,721
13
$37.9M 3.28%
1,074,775
+700
14
$33.2M 2.87%
713,500
+10,500
15
$32.9M 2.84%
395,385
+7,050
16
$32.8M 2.84%
3,320,957
+4,446
17
$32.6M 2.81%
2,446,375
+32,550
18
$31.5M 2.73%
861,465
-3,050
19
$31.2M 2.7%
1,116,909
-7,143
20
$30.1M 2.61%
575,369
-14,095
21
$27.5M 2.38%
378,326
+2,852
22
$25.6M 2.21%
927,942
+21,905
23
$24.9M 2.16%
269,712
-405
24
$24.5M 2.11%
1,023,275
-4,700
25
$20.8M 1.8%
1,006,100
+20,000
1
2 3 4