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
$1.43B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$37.3M
3
+$371K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K
5
XOM icon
Exxon Mobil
XOM
+$336K

Top Sells

1
+$20.8M
2
+$19.7M
3
+$9.07M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$8.92M
5
TMUS icon
T-Mobile US
TMUS
+$2.26M

Sector Composition

1 Technology 21.77%
2 Consumer Discretionary 18.99%
3 Financials 18.77%
4 Industrials 18.26%
5 Healthcare 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.5M 5.57%
1,024,174
-116,833
2
$74.6M 5.23%
244,452
-3,658
3
$69.3M 4.86%
553,457
-18,055
4
$64.2M 4.5%
720,344
-8,075
5
$64M 4.49%
340,420
+1,975
6
$58.6M 4.11%
454,425
-10,415
7
$57.7M 4.05%
882,289
+1,228
8
$56M 3.92%
296,206
-1,410
9
$55.5M 3.89%
851,430
+915
10
$55.3M 3.88%
1,069,347
+6,060
11
$50.6M 3.54%
408,173
-6,530
12
$48.9M 3.43%
250,770
-145
13
$46.5M 3.26%
849,355
-2,650
14
$42.9M 3.01%
716,565
-5,890
15
$42.4M 2.97%
973,785
-10,410
16
$38.3M 2.69%
766,136
-3,897
17
$37.4M 2.62%
+3,052,850
18
$37.3M 2.61%
+648,810
19
$36.1M 2.53%
306,170
+455
20
$33.3M 2.34%
861,697
-2,650
21
$32.8M 2.3%
211,350
-3,780
22
$30M 2.11%
302,355
-3,450
23
$29.2M 2.05%
2,110,640
-31,100
24
$28.5M 2%
210,481
-145,374
25
$26.4M 1.85%
191,145
-395
1
2 3 4