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
$120M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1 +$455K
2 +$204K
3 +$186K
4
MPC icon
Marathon Petroleum
MPC
+$168K
5
MSFT icon
Microsoft
MSFT
+$132K

Top Sells

1 +$1.75M
2 +$780K
3 +$632K
4
BERY
Berry Global Group, Inc.
BERY
+$622K
5
BCC icon
Boise Cascade
BCC
+$613K

Sector Composition

1 Healthcare 29.06%
2 Consumer Staples 20.38%
3 Industrials 10.94%
4 Utilities 9.79%
5 Financials 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$9K 0.01%
66
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53
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80
+10
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$6K 0.01%
+400