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
$1.21B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$592K
3
+$359K
4
SCHW icon
Charles Schwab
SCHW
+$304K
5
FFIV icon
F5
FFIV
+$255K

Top Sells

1
+$7.71M
2
+$647K
3
+$637K
4
TMUS icon
T-Mobile US
TMUS
+$561K
5
RSG icon
Republic Services
RSG
+$404K

Sector Composition

1 Technology 28.7%
2 Financials 25.63%
3 Industrials 13.8%
4 Consumer Discretionary 8.95%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71M 5.88%
425,551
-3,820
2
$67.5M 5.59%
324,601
-3,109
3
$63.6M 5.27%
539,708
-65,425
4
$61.2M 5.07%
1,117,693
-6,480
5
$59.5M 4.93%
515,765
-825
6
$53.8M 4.46%
725,633
-7,565
7
$49.5M 4.1%
1,705,629
-10,870
8
$44.6M 3.7%
407,001
-1,195
9
$43.5M 3.61%
621,314
+8,448
10
$42.9M 3.56%
374,171
-1,350
11
$41.1M 3.41%
301,640
+810
12
$38.9M 3.22%
901,119
-6,160
13
$38.4M 3.18%
934,440
-3,360
14
$37M 3.06%
920,335
+7,557
15
$35.1M 2.91%
1,055,685
-465
16
$33.2M 2.75%
227,789
+1,749
17
$33.1M 2.74%
843,786
+1,520
18
$31.8M 2.64%
2,422,945
-8,005
19
$31.7M 2.63%
366,416
-4,665
20
$30.6M 2.54%
699,580
+190
21
$30.5M 2.52%
1,092,115
-3,494
22
$29.5M 2.45%
261,759
-3,378
23
$28.2M 2.33%
930,187
+25,395
24
$24.7M 2.05%
554,765
-4,675
25
$23M 1.91%
1,007,320
-2,080
1
2 3 4