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
$1.02B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$32M
3
+$769K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$434K
5
MMM icon
3M
MMM
+$406K

Top Sells

1
+$32.8M
2
+$24.5M
3
+$18.5M
4
LEN icon
Lennar Class A
LEN
+$1.61M
5
HD icon
Home Depot
HD
+$1.04M

Sector Composition

1 Technology 27.89%
2 Financials 25.81%
3 Industrials 13.45%
4 Consumer Discretionary 8.84%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.8M 5.56%
330,866
-6,040
2
$52.9M 5.17%
621,004
-11,049
3
$49.5M 4.84%
429,941
-6,675
4
$48.6M 4.75%
1,121,048
-8,699
5
$47M 4.59%
738,388
-7,600
6
$45.8M 4.48%
514,790
-2,200
7
$42.6M 4.16%
1,727,870
-20,463
8
$38.1M 3.73%
300,205
-3,025
9
$37.9M 3.71%
913,045
-6,050
10
$37.1M 3.63%
403,746
+8,361
11
$36.6M 3.58%
+226,140
12
$35.6M 3.49%
377,098
-6,865
13
$32.2M 3.15%
1,064,750
-10,025
14
$32.1M 3.14%
925,629
-10,600
15
$32M 3.13%
614,473
-9,060
16
$32M 3.13%
+943,200
17
$27.9M 2.73%
704,840
-8,660
18
$27M 2.64%
373,851
-4,475
19
$26M 2.54%
1,105,509
-11,400
20
$25.1M 2.46%
2,401,875
-44,500
21
$24.9M 2.44%
852,791
-8,674
22
$24.7M 2.42%
563,745
-11,624
23
$22.9M 2.24%
266,912
-2,800
24
$21.9M 2.14%
908,667
-19,275
25
$19.5M 1.91%
126,549
+164
1
2 3 4