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
$885M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$245K
3
+$213K
4
ED icon
Consolidated Edison
ED
+$74.1K
5
AAPL icon
Apple
AAPL
+$53.4K

Top Sells

1
+$44.7M
2
+$33.9M
3
+$6.79M
4
MSI icon
Motorola Solutions
MSI
+$2.39M
5
TMUS icon
T-Mobile US
TMUS
+$2.23M

Sector Composition

1 Technology 26.38%
2 Financials 21.12%
3 Industrials 17.19%
4 Consumer Discretionary 9.4%
5 Consumer Staples 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.9M 6.21%
654,843
-26,550
2
$54.8M 6.19%
293,422
-8,940
3
$47.9M 5.41%
360,155
-18,010
4
$45M 5.09%
486,305
-20,230
5
$42.9M 4.85%
1,091,282
-24,551
6
$42.5M 4.8%
385,984
-11,815
7
$37.3M 4.22%
942,832
-25,591
8
$35.1M 3.97%
450,741
-20,952
9
$35M 3.95%
878,925
-46,245
10
$33.6M 3.8%
1,581,987
-70,980
11
$33.4M 3.78%
334,258
-15,079
12
$29.5M 3.34%
877,884
-31,710
13
$27.5M 3.11%
796,156
-28,690
14
$27.1M 3.07%
798,406
-39,660
15
$25.1M 2.84%
596,996
-20,020
16
$24.9M 2.82%
331,946
-16,845
17
$24M 2.71%
878,682
-47,055
18
$23.1M 2.61%
678,111
-25,819
19
$21.9M 2.48%
126,410
-2,025
20
$21M 2.38%
234,655
-12,278
21
$20.8M 2.35%
1,010,389
-38,780
22
$18.4M 2.08%
536,445
-14,565
23
$16.5M 1.86%
338,810
-14,205
24
$14.5M 1.64%
319,034
-8,800
25
$14.5M 1.64%
2,287,165
-119,875
1
2 3 4