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
251
$12.6K 0.01%
300
252
$12.4K 0.01%
350
253
$12.1K 0.01%
50
254
$12K 0.01%
960
255
$11.8K 0.01%
2,500
256
$11.7K 0.01%
100
257
$11.5K 0.01%
450
258
$10.8K 0.01%
100
259
$10.7K 0.01%
200
260
$10.7K 0.01%
125
-85
261
$10.7K 0.01%
559
262
$10.5K 0.01%
109
263
$10.2K 0.01%
400
264
$9.97K 0.01%
200
265
$9.67K 0.01%
323
266
$9.6K 0.01%
69
267
$9.23K 0.01%
118
268
$9.13K 0.01%
50
269
$8.93K 0.01%
69
270
$8.91K 0.01%
100
271
$8.82K 0.01%
130
272
$8.8K 0.01%
36
273
$8.74K 0.01%
200
274
$8.7K 0.01%
65
275
$8.23K ﹤0.01%
79
-100
9 10
11
12 13