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
$172M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$501K
3
+$321K
4
SYY icon
Sysco
SYY
+$226K
5
TSLA icon
Tesla
TSLA
+$222K

Top Sells

1
+$583K
2
+$369K
3
+$285K
4
CCRN icon
Cross Country Healthcare
CCRN
+$179K
5
ARRY icon
Array Technologies
ARRY
+$151K

Sector Composition

1 Healthcare 28.18%
2 Consumer Staples 18.47%
3 Technology 16.82%
4 Utilities 13.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.5K 0.01%
230
227
$16.4K 0.01%
269
228
$15.9K 0.01%
1,000
229
$15.8K 0.01%
550
230
$15.7K 0.01%
2,000
-1,000
231
$15.7K 0.01%
525
232
$15.4K 0.01%
100
233
$15.3K 0.01%
280
234
$15.2K 0.01%
150
235
$15.1K 0.01%
100
-305
236
$14.8K 0.01%
100
237
$14.8K 0.01%
420
238
$14.4K 0.01%
100
239
$14.3K 0.01%
+1,100
240
$14.2K 0.01%
100
241
$14.1K 0.01%
170
242
$14K 0.01%
1,000
243
$13.8K 0.01%
600
-300
244
$13.4K 0.01%
200
245
$13.4K 0.01%
300
246
$13.2K 0.01%
200
247
$13.1K 0.01%
100
248
$12.9K 0.01%
350
-350
249
$12.9K 0.01%
200
250
$12.8K 0.01%
100
8 9
10
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