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
$1.13B
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$530K
2
+$466K
3
+$421K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$390K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$267K

Top Sells

1
+$3.26M
2
+$2.54M
3
+$1.79M
4
DHI icon
D.R. Horton
DHI
+$1.74M
5
WM icon
Waste Management
WM
+$1.7M

Sector Composition

1 Technology 23.74%
2 Financials 19.15%
3 Industrials 15.31%
4 Consumer Discretionary 11.94%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.6M 6.7%
272,200
-11,733
2
$69.5M 6.16%
607,682
-22,171
3
$57.4M 5.09%
758,744
-23,002
4
$54M 4.79%
344,200
-9,350
5
$52.6M 4.66%
464,855
-15,025
6
$50.2M 4.45%
361,066
-11,495
7
$45.1M 4%
432,821
-12,925
8
$44.8M 3.97%
313,526
-12,527
9
$41.4M 3.67%
1,050,907
-31,250
10
$41.2M 3.65%
746,920
-28,675
11
$37.1M 3.29%
249,360
-6,650
12
$37.1M 3.29%
1,541,403
-27,300
13
$33.3M 2.95%
839,025
-19,150
14
$32.1M 2.85%
990,790
-22,609
15
$31.9M 2.83%
659,586
-16,500
16
$30.4M 2.69%
838,269
-39,700
17
$29.2M 2.59%
301,205
-8,850
18
$29.1M 2.58%
311,350
-11,951
19
$27.8M 2.46%
893,871
-45,194
20
$25.7M 2.28%
220,505
-7,105
21
$25.3M 2.24%
586,796
-9,150
22
$25.1M 2.22%
500,670
-20,100
23
$25M 2.21%
118,830
-3,440
24
$22.9M 2.03%
847,907
-26,025
25
$20.8M 1.84%
329,045
-8,962
1
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