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
$1.2B
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$267K
2
+$236K
3
+$226K
4
HELE icon
Helen of Troy
HELE
+$221K
5
NEE icon
NextEra Energy
NEE
+$219K

Top Sells

1
+$5.4M
2
+$3.05M
3
+$1.71M
4
HD icon
Home Depot
HD
+$1.66M
5
TMUS icon
T-Mobile US
TMUS
+$1.42M

Sector Composition

1 Technology 27.98%
2 Financials 25.68%
3 Industrials 13.67%
4 Consumer Discretionary 10.17%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$73.7M 6.16%
317,436
-7,165
2
$69.5M 5.81%
407,626
-17,925
3
$58.5M 4.89%
508,340
-7,425
4
$55.7M 4.66%
707,653
-17,980
5
$54.5M 4.56%
1,103,843
-13,850
6
$50.1M 4.19%
403,081
-3,920
7
$48.9M 4.09%
1,675,329
-30,300
8
$46.6M 3.9%
360,931
-13,240
9
$46.6M 3.9%
884,269
-16,850
10
$46.4M 3.88%
483,403
-56,305
11
$42.5M 3.56%
615,749
-5,565
12
$38.1M 3.18%
910,310
-10,025
13
$37.9M 3.17%
300,390
-1,250
14
$36.4M 3.05%
928,840
-5,600
15
$34.8M 2.91%
834,436
-9,350
16
$31.8M 2.66%
226,439
-1,350
17
$31.2M 2.61%
360,341
-6,075
18
$30.4M 2.54%
2,413,395
-9,550
19
$30M 2.51%
1,096,565
+4,450
20
$29.9M 2.5%
701,130
+1,550
21
$29.9M 2.5%
1,046,835
-8,850
22
$29.5M 2.47%
919,787
-10,400
23
$28.4M 2.38%
254,393
-7,366
24
$23.9M 2%
547,140
-7,625
25
$22.8M 1.91%
998,120
-9,200
1
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