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
$175M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$268K
2 +$230K
3 +$197K
4
CFG icon
Citizens Financial Group
CFG
+$170K
5
NVDA icon
NVIDIA
NVDA
+$159K

Top Sells

1 +$738K
2 +$502K
3 +$477K
4
DVN icon
Devon Energy
DVN
+$386K
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$336K

Sector Composition

1 Healthcare 27.69%
2 Technology 19.54%
3 Consumer Staples 17.82%
4 Utilities 12.41%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$14.3K 0.01%
100
252
$14.3K 0.01%
9,497
-100
253
$14K 0.01%
100
254
$13.8K 0.01%
170
255
$13.8K 0.01%
600
256
$12.9K 0.01%
130
257
$12.8K 0.01%
200
258
$12.8K 0.01%
100
259
$12.7K 0.01%
200
260
$12.2K 0.01%
300
261
$12.2K 0.01%
960
262
$12.2K 0.01%
450
263
$12.2K 0.01%
100
264
$11.9K 0.01%
323
265
$11.9K 0.01%
350
266
$11.8K 0.01%
2,500
267
$11.7K 0.01%
+50
268
$11.3K 0.01%
100
269
$11.2K 0.01%
559
270
$11.1K 0.01%
50
271
$10.9K 0.01%
109
272
$10.5K 0.01%
400
273
$10.4K 0.01%
200
274
$10.3K 0.01%
200
275
$9.91K 0.01%
36