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
$1.71B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$15.9M
3
+$1.11M
4
CSCO icon
Cisco
CSCO
+$1.02M
5
PCAR icon
PACCAR
PCAR
+$851K

Top Sells

1
+$7.74M
2
+$1.81M
3
+$1.75M
4
XLNX
Xilinx Inc
XLNX
+$1.69M
5
HD icon
Home Depot
HD
+$1.25M

Sector Composition

1 Technology 21.74%
2 Consumer Discretionary 19.37%
3 Financials 18.4%
4 Industrials 17%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98M 5.74%
236,179
-3,006
2
$94M 5.51%
958,071
-18,390
3
$89.1M 5.22%
328,070
-3,430
4
$82M 4.8%
386,644
-7,989
5
$75.8M 4.44%
698,514
-1,230
6
$73M 4.28%
437,610
-5,085
7
$69.4M 4.07%
1,095,149
+16,119
8
$69.3M 4.06%
823,862
-6,368
9
$66.2M 3.88%
860,415
+14,410
10
$63M 3.69%
3,031,100
-20,650
11
$62.6M 3.66%
251,653
+2,323
12
$62.2M 3.64%
536,176
+136
13
$55.8M 3.27%
296,263
+3,312
14
$51.3M 3.01%
871,659
+9,686
15
$50.2M 2.94%
714,898
+4,768
16
$41.6M 2.44%
595,990
-7,460
17
$41.4M 2.42%
311,506
+5,451
18
$40.9M 2.39%
292,938
-2,354
19
$39.2M 2.3%
668,489
+11,576
20
$37.1M 2.18%
834,999
-8,770
21
$35.9M 2.1%
963,605
+16,445
22
$35.8M 2.1%
203,669
-541
23
$35.8M 2.1%
276,674
-13,555
24
$32.7M 1.91%
189,072
+602
25
$32.5M 1.91%
198,844
-3,305
1
2 3 4 5