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
$1.5B
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$366K
3
+$274K
4
GM icon
General Motors
GM
+$243K
5
ADBE icon
Adobe
ADBE
+$238K

Top Sells

1
+$17.5M
2
+$1.14M
3
+$1.04M
4
MSI icon
Motorola Solutions
MSI
+$629K
5
XLNX
Xilinx Inc
XLNX
+$622K

Sector Composition

1 Technology 21.83%
2 Financials 19.81%
3 Consumer Discretionary 18.22%
4 Industrials 18.13%
5 Communication Services 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.8M 6.19%
1,011,795
-12,379
2
$79.8M 5.33%
550,832
-2,625
3
$77.8M 5.19%
243,925
-527
4
$73.2M 4.89%
337,520
-2,900
5
$64.6M 4.31%
714,994
-5,350
6
$63.4M 4.23%
452,250
-2,175
7
$61.6M 4.11%
845,605
-5,825
8
$58.7M 3.92%
875,306
-6,983
9
$58.4M 3.9%
403,873
-4,300
10
$57.4M 3.83%
1,083,546
+14,199
11
$57.1M 3.81%
297,116
+910
12
$48.6M 3.24%
853,530
+4,175
13
$47.9M 3.2%
250,320
-450
14
$45.7M 3.05%
3,077,450
+24,600
15
$44.2M 2.95%
759,147
-6,989
16
$42.5M 2.84%
721,215
+4,650
17
$39.7M 2.65%
969,860
-3,925
18
$38.6M 2.58%
652,910
+4,100
19
$35.9M 2.4%
208,586
-2,764
20
$35.4M 2.36%
857,807
-3,890
21
$35.1M 2.34%
306,495
+325
22
$33.2M 2.22%
302,055
-300
23
$28.9M 1.93%
297,554
-10,750
24
$28.4M 1.89%
2,086,390
-24,250
25
$28.2M 1.88%
190,295
-850
1
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