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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
$123M
AUM Growth
-$377K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$668K
3
+$603K
4
EMN icon
Eastman Chemical
EMN
+$601K
5
SYF icon
Synchrony
SYF
+$439K

Top Sells

1
+$624K
2
+$616K
3
+$562K
4
BNCL
Beneficial Bancorp, Inc.
BNCL
+$532K
5
DIS icon
Walt Disney
DIS
+$495K

Sector Composition

1 Consumer Staples 28.5%
2 Healthcare 28.39%
3 Industrials 8%
4 Financials 7.31%
5 Communication Services 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
+50
277
$6K ﹤0.01%
90
-12
278
$6K ﹤0.01%
300
-7,603
279
$6K ﹤0.01%
+200
280
$6K ﹤0.01%
31
281
$6K ﹤0.01%
278
282
$5K ﹤0.01%
300
-34,160
283
$5K ﹤0.01%
227
284
$5K ﹤0.01%
70
285
$5K ﹤0.01%
51
286
$5K ﹤0.01%
+125
287
$5K ﹤0.01%
80
+60
288
$5K ﹤0.01%
500
289
$4K ﹤0.01%
40
290
$4K ﹤0.01%
+286
291
$4K ﹤0.01%
+5
292
$4K ﹤0.01%
278
293
$4K ﹤0.01%
95
-22
294
$4K ﹤0.01%
+150
295
$4K ﹤0.01%
47
296
$4K ﹤0.01%
29
297
$4K ﹤0.01%
219
298
$3K ﹤0.01%
+30
299
$3K ﹤0.01%
200
300
$3K ﹤0.01%
50
10 11
12
13 14