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
$164M
AUM Growth
-$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$375K
3 +$368K
4
AMZN icon
Amazon
AMZN
+$344K
5
XIFR
XPLR Infrastructure LP
XIFR
+$302K

Top Sells

1 +$962K
2 +$881K
3 +$565K
4
SHEL icon
Shell
SHEL
+$565K
5
BKR icon
Baker Hughes
BKR
+$557K

Sector Composition

1 Healthcare 28.78%
2 Consumer Staples 17.87%
3 Utilities 14.5%
4 Technology 13.93%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$10K 0.01%
100
252
$10K 0.01%
125
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$10K 0.01%
109
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$10K 0.01%
559
255
$9K 0.01%
100
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$9K 0.01%
65
257
$9K 0.01%
+100
258
$9K 0.01%
118
-170
259
$9K 0.01%
53
260
$9K 0.01%
400
261
$9K 0.01%
50
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$9K 0.01%
69
263
$8K ﹤0.01%
323
264
$8K ﹤0.01%
200
265
$8K ﹤0.01%
200
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377
267
$8K ﹤0.01%
36
268
$8K ﹤0.01%
100
269
$7K ﹤0.01%
31
270
$7K ﹤0.01%
300
271
$7K ﹤0.01%
462
272
$7K ﹤0.01%
16
273
$7K ﹤0.01%
224
274
$7K ﹤0.01%
14
275
$7K ﹤0.01%
2,514