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MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $189M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
Mondelez International
MDLZ
+$497K

Sector Composition

1 Technology 31.29%
2 Healthcare 18.59%
3 Industrials 9.85%
4 Utilities 8.81%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.3K 0.01%
214
252
$25.2K 0.01%
500
253
$25K 0.01%
177
+71
254
$24.8K 0.01%
564
255
$24.7K 0.01%
300
256
$24.6K 0.01%
378
257
$24.3K 0.01%
50
258
$24.2K 0.01%
355
+75
259
$24K 0.01%
148
260
$23.9K 0.01%
+300
261
$23.9K 0.01%
1,000
-1,400
262
$23.5K 0.01%
300
263
$23.4K 0.01%
200
264
$22.6K 0.01%
150
+15
265
$22.5K 0.01%
+294
266
$22K 0.01%
450
-46
267
$22K 0.01%
100
-25
268
$21.9K 0.01%
2,150
269
$21.7K 0.01%
125
270
$21.3K 0.01%
60
-20
271
$20.9K 0.01%
2,400
272
$20.5K 0.01%
75
273
$20.4K 0.01%
269
274
$20.2K 0.01%
448
275
$20.2K 0.01%
825
9 10
11
12 13