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
$1.17B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$463K
2
+$392K
3
+$383K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$270K
5
RDN icon
Radian Group
RDN
+$260K

Top Sells

1
+$2.01M
2
+$759K
3
+$606K
4
MAS icon
Masco
MAS
+$414K
5
MDT icon
Medtronic
MDT
+$375K

Sector Composition

1 Technology 28.05%
2 Financials 25.28%
3 Industrials 13.62%
4 Consumer Discretionary 8.74%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.7M 6.58%
605,133
-15,871
2
$62.9M 5.39%
327,710
-3,156
3
$60.7M 5.2%
1,124,173
+3,125
4
$60.3M 5.17%
429,371
-570
5
$53.7M 4.6%
516,590
+1,800
6
$50.7M 4.34%
733,198
-5,190
7
$47.4M 4.06%
1,716,499
-11,371
8
$42.5M 3.64%
408,196
+4,450
9
$40.8M 3.49%
300,830
+625
10
$39.8M 3.42%
375,521
-1,577
11
$39M 3.35%
912,778
-267
12
$38.1M 3.27%
612,866
-1,607
13
$37.5M 3.22%
907,279
-18,350
14
$35.5M 3.04%
226,040
-100
15
$35M 3%
937,800
-5,400
16
$35M 3%
1,056,150
-8,600
17
$33.1M 2.84%
842,266
-10,525
18
$32.1M 2.75%
2,430,950
+29,075
19
$29.8M 2.56%
371,081
-2,770
20
$29.5M 2.53%
699,390
-5,450
21
$27.9M 2.39%
265,137
-1,775
22
$27.6M 2.37%
1,095,609
-9,900
23
$26.1M 2.24%
904,792
-3,875
24
$26M 2.23%
559,440
-4,305
25
$20.9M 1.8%
1,009,400
+12,550
1
2 3 4