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
$1.58B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$61.7M
2
+$41M
3
+$31.6M
4
TMUS icon
T-Mobile US
TMUS
+$1.4M
5
WEC icon
WEC Energy
WEC
+$771K

Top Sells

1
+$82M
2
+$10.3M
3
+$8.91M
4
HD icon
Home Depot
HD
+$5.95M
5
WM icon
Waste Management
WM
+$4.8M

Sector Composition

1 Technology 26.95%
2 Financials 17.58%
3 Industrials 16.31%
4 Consumer Discretionary 14.9%
5 Healthcare 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78M 4.95%
321,919
-6,151
2
$75.4M 4.79%
246,438
-5,215
3
$73.4M 4.66%
840,140
-117,931
4
$70.2M 4.46%
547,117
+10,941
5
$64.7M 4.11%
216,299
-19,880
6
$64.6M 4.1%
407,317
-30,293
7
$61.7M 3.92%
+564,623
8
$61.5M 3.9%
1,102,174
+7,025
9
$60.6M 3.84%
718,212
-105,650
10
$54.5M 3.46%
297,122
+859
11
$51.7M 3.28%
853,316
-7,099
12
$51.2M 3.25%
3,030,191
-909
13
$50.4M 3.2%
884,429
+12,770
14
$49.5M 3.14%
663,661
-34,853
15
$47.8M 3.04%
309,119
-2,387
16
$41M 2.6%
+405,413
17
$36.3M 2.3%
273,811
-19,127
18
$35.5M 2.26%
697,036
-17,862
19
$35.1M 2.23%
951,064
-12,541
20
$33.1M 2.1%
804,133
-30,866
21
$33.1M 2.1%
260,989
-15,685
22
$32.6M 2.07%
197,597
-6,072
23
$31.6M 2.01%
+851,625
24
$30M 1.9%
196,022
-2,822
25
$29.4M 1.87%
672,045
+3,556
1
2 3 4 5