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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1
+$433K
2
+$389K
3
+$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.5K 0.01%
150
252
$16.4K 0.01%
1,000
253
$16.2K 0.01%
147
+38
254
$16.2K 0.01%
280
255
$16.2K 0.01%
100
256
$16.1K 0.01%
170
257
$15.9K 0.01%
1,000
258
$15.9K 0.01%
2,000
259
$15.2K 0.01%
133
+105
260
$15.2K 0.01%
1,500
261
$15.1K 0.01%
+195
262
$14.8K 0.01%
500
263
$14.5K 0.01%
150
264
$14.5K 0.01%
100
265
$14.4K 0.01%
450
266
$14.4K 0.01%
269
267
$14.2K 0.01%
50
268
$13.8K 0.01%
600
269
$13.6K 0.01%
148
-20
270
$13.5K 0.01%
350
271
$13.4K 0.01%
100
272
$13.3K 0.01%
100
273
$13K 0.01%
200
274
$12.8K 0.01%
100
275
$12.6K 0.01%
100
9 10
11
12 13