MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $188M
1-Year Est. Return 35.7%
This Quarter Est. Return
1 Year Est. Return
+35.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$315K
3 +$206K
4
PFE icon
Pfizer
PFE
+$153K
5
ARRY icon
Array Technologies
ARRY
+$151K

Top Sells

1 +$1.35M
2 +$651K
3 +$275K
4
PG icon
Procter & Gamble
PG
+$166K
5
F icon
Ford
F
+$164K

Sector Composition

1 Healthcare 30.29%
2 Consumer Staples 18.72%
3 Utilities 14.89%
4 Technology 13.78%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$18K 0.01%
+100
227
$17.9K 0.01%
1,730
228
$17.8K 0.01%
179
-100
229
$17.6K 0.01%
210
+85
230
$17.5K 0.01%
525
231
$17.3K 0.01%
525
232
$17K 0.01%
+355
233
$16.9K 0.01%
269
234
$16.8K 0.01%
+420
235
$16.6K 0.01%
50
236
$15.9K 0.01%
1,000
237
$15.6K 0.01%
150
238
$15.3K 0.01%
200
239
$15.3K 0.01%
280
240
$15.1K 0.01%
230
241
$14.9K 0.01%
+170
242
$14.9K 0.01%
550
243
$14.1K 0.01%
100
244
$13.7K 0.01%
300
245
$13.4K 0.01%
1,000
246
$13.1K 0.01%
50
247
$13K 0.01%
300
248
$12.9K 0.01%
100
249
$12.8K 0.01%
350
250
$12.8K 0.01%
100