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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
$120M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$662K
2
+$652K
3
+$550K
4
BA icon
Boeing
BA
+$444K
5
SJM icon
J.M. Smucker
SJM
+$421K

Top Sells

1
+$397K
2
+$338K
3
+$331K
4
BMY icon
Bristol-Myers Squibb
BMY
+$316K
5
BNY
Bank of New York Mellon
BNY
+$243K

Sector Composition

1 Healthcare 26.17%
2 Consumer Staples 23.72%
3 Industrials 12.19%
4 Financials 6.67%
5 Energy 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K 0.01%
100
277
$8K 0.01%
+202
278
$8K 0.01%
278
279
$8K 0.01%
800
280
$7K 0.01%
200
281
$7K 0.01%
89
282
$7K 0.01%
1,000
283
$7K 0.01%
300
284
$7K 0.01%
200
285
$7K 0.01%
200
286
$7K 0.01%
100
287
$6K 0.01%
+102
288
$6K 0.01%
62
289
$6K 0.01%
70
-30
290
$6K 0.01%
+1
291
$5K ﹤0.01%
227
292
$5K ﹤0.01%
+100
293
$5K ﹤0.01%
278
294
$5K ﹤0.01%
86
295
$5K ﹤0.01%
150
296
$4K ﹤0.01%
75
297
$4K ﹤0.01%
120
298
$4K ﹤0.01%
+150
299
$4K ﹤0.01%
200
-600
300
$3K ﹤0.01%
100
10 11
12
13 14