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
$1.11B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$31.2M
3
+$261K
4
AMGN icon
Amgen
AMGN
+$227K
5
T icon
AT&T
T
+$218K

Top Sells

1
+$2.6M
2
+$2.38M
3
+$1.6M
4
CIEN icon
Ciena
CIEN
+$1.12M
5
TXN icon
Texas Instruments
TXN
+$1.04M

Sector Composition

1 Technology 24.76%
2 Financials 20.24%
3 Industrials 15.13%
4 Consumer Discretionary 10.42%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.1M 6.39%
283,933
-9,489
2
$65.6M 5.89%
629,853
-24,990
3
$50.8M 4.57%
479,880
-6,425
4
$50.5M 4.53%
1,082,157
-9,125
5
$49.5M 4.45%
353,550
-6,605
6
$46.5M 4.18%
858,175
-20,750
7
$44.5M 4%
372,561
-13,423
8
$43.9M 3.94%
445,746
-4,995
9
$43.3M 3.89%
781,746
-16,660
10
$41.4M 3.72%
326,053
-8,205
11
$39.3M 3.53%
+256,010
12
$38.9M 3.5%
775,595
-20,561
13
$37.3M 3.35%
1,568,703
-13,284
14
$32.7M 2.93%
676,086
-2,025
15
$32M 2.87%
939,065
-3,767
16
$31.2M 2.81%
+310,055
17
$30.5M 2.74%
595,946
-1,050
18
$29.6M 2.66%
877,969
+85
19
$27.9M 2.51%
227,610
-7,045
20
$26.8M 2.41%
122,270
-4,140
21
$26.5M 2.38%
323,301
-8,645
22
$26.2M 2.36%
1,013,399
+3,010
23
$25.9M 2.33%
520,770
-15,675
24
$21.9M 1.97%
873,932
-4,750
25
$18.9M 1.7%
338,007
-803
1
2 3 4