MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $210M
1-Year Est. Return 34.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$366K
3 +$331K
4
GEV icon
GE Vernova
GEV
+$287K
5
EME icon
Emcor
EME
+$270K

Top Sells

1 +$5.48M
2 +$1.01M
3 +$699K
4
SJM icon
J.M. Smucker
SJM
+$689K
5
NVDA icon
NVIDIA
NVDA
+$491K

Sector Composition

1 Technology 29.79%
2 Healthcare 19.07%
3 Consumer Staples 9.77%
4 Industrials 9.43%
5 Utilities 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$24.5K 0.01%
126
252
$24.2K 0.01%
550
+250
253
$24.2K 0.01%
2,300
254
$24K 0.01%
1,000
255
$23.6K 0.01%
225
256
$23.4K 0.01%
800
257
$23.2K 0.01%
214
258
$22.9K 0.01%
155
259
$22.9K 0.01%
564
260
$22.7K 0.01%
500
261
$22.3K 0.01%
200
262
$21.9K 0.01%
31
+6
263
$21.8K 0.01%
+300
264
$21.6K 0.01%
2,400
-1,500
265
$21.4K 0.01%
378
+128
266
$21.2K 0.01%
75
267
$21.1K 0.01%
125
+25
268
$20.8K 0.01%
425
269
$20.4K 0.01%
147
270
$20.3K 0.01%
50
-25
271
$19.6K 0.01%
139
+43
272
$19.3K 0.01%
165
273
$19.2K 0.01%
620
274
$19K 0.01%
448
+119
275
$18.5K 0.01%
269