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
$166M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$484K
2 +$414K
3 +$358K
4
DT icon
Dynatrace
DT
+$304K
5
SJM icon
J.M. Smucker
SJM
+$259K

Top Sells

1 +$2.28M
2 +$814K
3 +$262K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$232K
5
AVA icon
Avista
AVA
+$200K

Sector Composition

1 Healthcare 28.58%
2 Technology 21.93%
3 Consumer Staples 16.17%
4 Utilities 9.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$20.2K 0.01%
400
227
$20.2K 0.01%
130
228
$20.1K 0.01%
400
-100
229
$19.7K 0.01%
75
230
$19.3K 0.01%
+247
231
$19.2K 0.01%
100
232
$19K 0.01%
200
233
$18.9K 0.01%
330
234
$18.8K 0.01%
+800
235
$18.7K 0.01%
100
236
$18.6K 0.01%
200
237
$18.3K 0.01%
200
238
$18.3K 0.01%
550
239
$18.3K 0.01%
525
240
$17K 0.01%
1,730
241
$16.3K 0.01%
620
242
$16.1K 0.01%
2,000
243
$16.1K 0.01%
991
244
$16.1K 0.01%
100
245
$15.9K 0.01%
1,000
246
$15.8K 0.01%
168
-475
247
$15.7K 0.01%
450
248
$15.6K 0.01%
200
249
$15.4K 0.01%
280
250
$15.3K 0.01%
150