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
$1.27B
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$22.5M
3
+$1.31M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$736K
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$638K

Top Sells

1
+$31.8M
2
+$8.17M
3
+$4.75M
4
HD icon
Home Depot
HD
+$3.29M
5
DHI icon
D.R. Horton
DHI
+$2.44M

Sector Composition

1 Financials 27.28%
2 Technology 23.57%
3 Industrials 19.73%
4 Consumer Discretionary 8.77%
5 Communication Services 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66M 5.19%
302,362
-15,074
2
$60.9M 4.79%
378,165
-29,461
3
$58.2M 4.57%
1,652,967
-22,362
4
$57.7M 4.53%
506,535
-1,805
5
$53.9M 4.23%
+968,423
6
$53.5M 4.2%
1,115,833
+11,990
7
$53.4M 4.2%
681,393
-26,260
8
$49.7M 3.9%
397,799
-5,282
9
$49.3M 3.87%
617,016
+1,267
10
$46.1M 3.62%
471,693
-11,710
11
$44.8M 3.52%
349,337
-11,594
12
$44.7M 3.51%
302,920
+2,530
13
$44.2M 3.47%
838,066
-46,203
14
$43.3M 3.4%
909,594
-716
15
$39.6M 3.11%
824,846
-9,590
16
$39.5M 3.1%
925,170
-3,670
17
$36M 2.83%
703,930
+2,800
18
$34.1M 2.68%
2,407,040
-6,355
19
$33.9M 2.66%
1,101,365
+4,800
20
$31.7M 2.49%
925,737
+5,950
21
$31.3M 2.46%
348,791
-11,550
22
$30.5M 2.4%
1,049,169
+2,334
23
$29.3M 2.31%
246,933
-7,460
24
$25M 1.97%
994,710
-3,410
25
$25M 1.96%
551,010
+3,870
1
2 3 4