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
$1.48B
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$229K
3
+$211K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$209K
5
DHR icon
Danaher
DHR
+$204K

Top Sells

1
+$9.81M
2
+$3.44M
3
+$1.89M
4
HD icon
Home Depot
HD
+$1.56M
5
WM icon
Waste Management
WM
+$1.43M

Sector Composition

1 Technology 21.64%
2 Financials 20.6%
3 Industrials 18.01%
4 Consumer Discretionary 18.01%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95M 6.43%
976,461
-35,334
2
$78.5M 5.31%
239,185
-4,740
3
$77M 5.21%
331,500
-6,020
4
$68.5M 4.64%
536,040
-14,792
5
$66.1M 4.48%
442,695
-9,555
6
$60.5M 4.09%
830,230
-15,375
7
$59.6M 4.03%
394,633
-9,240
8
$58.8M 3.98%
699,744
-15,250
9
$58.7M 3.98%
1,079,030
-4,516
10
$56.3M 3.81%
292,951
-4,165
11
$55.3M 3.75%
861,973
-13,333
12
$49.7M 3.36%
249,330
-990
13
$43.4M 2.94%
846,005
-7,525
14
$43.2M 2.93%
3,051,750
-25,700
15
$39.4M 2.67%
710,130
-11,085
16
$38M 2.57%
603,450
-155,697
17
$36.6M 2.47%
306,055
-440
18
$35.8M 2.42%
843,769
-14,038
19
$35.5M 2.4%
295,292
-6,763
20
$34.6M 2.34%
656,913
+4,003
21
$34.6M 2.34%
947,160
-22,700
22
$34.2M 2.32%
204,210
-4,376
23
$33.8M 2.29%
290,229
-7,325
24
$30.2M 2.05%
2,020,390
-66,000
25
$28.3M 1.91%
202,149
-5,982
1
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