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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
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
Mondelez International
MDLZ
+$497K

Sector Composition

1 Technology 31.29%
2 Healthcare 18.59%
3 Industrials 9.85%
4 Utilities 8.81%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33.3K 0.02%
525
-49
227
$32.2K 0.02%
150
228
$31.8K 0.02%
530
229
$31.8K 0.02%
150
230
$31.8K 0.02%
334
231
$31.1K 0.01%
900
-7,495
232
$30.9K 0.01%
217
+70
233
$30.6K 0.01%
250
234
$29.9K 0.01%
250
235
$29.9K 0.01%
800
236
$29.3K 0.01%
1,000
237
$29.1K 0.01%
479
238
$29K 0.01%
225
239
$28.9K 0.01%
3,500
240
$28.7K 0.01%
149
-100
241
$28.2K 0.01%
548
242
$28.1K 0.01%
2,840
-2
243
$28K 0.01%
1,500
244
$28K 0.01%
100
245
$27.2K 0.01%
+400
246
$27K 0.01%
450
247
$26.5K 0.01%
525
248
$26K 0.01%
125
249
$25.7K 0.01%
126
250
$25.6K 0.01%
554
+5
8 9
10
11 12