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
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$23.2M
3
+$23M
4
PCAR icon
PACCAR
PCAR
+$19.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$16.1M

Top Sells

1
+$25.3M
2
+$25.1M
3
+$22.9M
4
BAC icon
Bank of America
BAC
+$20.5M
5
HD icon
Home Depot
HD
+$6.4M

Sector Composition

1 Technology 22.04%
2 Industrials 18.68%
3 Financials 18.61%
4 Consumer Discretionary 12.32%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.2M 6.13%
1,141,007
+481,421
2
$77.1M 6.05%
571,512
-36,170
3
$65.9M 5.17%
248,110
-24,090
4
$58.8M 4.61%
414,703
-18,118
5
$57.6M 4.51%
338,445
-5,755
6
$54.8M 4.3%
464,840
-15
7
$50.2M 3.94%
728,419
-30,325
8
$49.5M 3.88%
355,855
-5,211
9
$48.8M 3.83%
297,616
-15,910
10
$47.6M 3.73%
1,063,287
+12,380
11
$47.4M 3.72%
881,061
-12,810
12
$45.1M 3.54%
850,515
+12,246
13
$45M 3.53%
852,005
+12,980
14
$43.6M 3.42%
250,915
+1,555
15
$39.7M 3.11%
722,455
-24,465
16
$35.4M 2.78%
984,195
-6,595
17
$31.8M 2.49%
215,130
-5,375
18
$29.9M 2.34%
305,715
+4,510
19
$29.4M 2.31%
305,805
-5,545
20
$26.9M 2.11%
2,141,740
-31,175
21
$26.2M 2.06%
864,347
-677,056
22
$23.5M 1.84%
116,435
-2,395
23
$23.2M 1.82%
+770,033
24
$23M 1.81%
+191,540
25
$22.8M 1.79%
329,125
+80
1
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