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MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $189M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$763K
2
+$754K
3
+$532K
4
AMZN icon
Amazon
AMZN
+$463K
5
F icon
Ford
F
+$245K

Top Sells

1
+$3.77M
2
+$708K
3
+$413K
4
UNH icon
UnitedHealth
UNH
+$387K
5
HRL icon
Hormel Foods
HRL
+$298K

Sector Composition

1 Healthcare 27.74%
2 Consumer Staples 17.86%
3 Technology 16.33%
4 Utilities 13.12%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
190
+10
227
$18K 0.01%
200
228
$18K 0.01%
200
229
$18K 0.01%
400
230
$18K 0.01%
+100
231
$18K 0.01%
700
232
$17K 0.01%
200
+150
233
$16K 0.01%
58
234
$16K 0.01%
1,000
-400
235
$16K 0.01%
+900
236
$16K 0.01%
+400
237
$16K 0.01%
1,500
238
$16K 0.01%
1,000
239
$15K 0.01%
1,107
240
$15K 0.01%
50
241
$15K 0.01%
400
242
$15K 0.01%
+225
243
$15K 0.01%
230
+130
244
$15K 0.01%
800
245
$15K 0.01%
200
246
$14K 0.01%
120
247
$14K 0.01%
900
248
$14K 0.01%
300
249
$14K 0.01%
462
250
$14K 0.01%
1,352
+27
8 9
10
11 12