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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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.12M
3
+$740K
4
BABA icon
Alibaba
BABA
+$488K
5
AEP icon
American Electric Power
AEP
+$469K

Top Sells

1
+$2.97M
2
+$1.06M
3
+$281K
4
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K

Sector Composition

1 Healthcare 23.74%
2 Consumer Staples 19.41%
3 Industrials 13.15%
4 Utilities 13.05%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$11K 0.01%
500
277
$11K 0.01%
300
278
$11K 0.01%
+200
279
$10K 0.01%
+100
280
$10K 0.01%
800
281
$10K 0.01%
+100
282
$10K 0.01%
+200
283
$10K 0.01%
170
284
$10K 0.01%
100
285
$10K 0.01%
300
286
$9K 0.01%
67
287
$9K 0.01%
500
288
$9K 0.01%
200
289
$9K 0.01%
65
290
$9K 0.01%
+929
291
$9K 0.01%
+500
292
$9K 0.01%
87
293
$8K 0.01%
+300
294
$8K 0.01%
23
295
$8K 0.01%
150
296
$8K 0.01%
500
297
$8K 0.01%
+400
298
$8K 0.01%
500
299
$8K 0.01%
198
300
$8K 0.01%
95
10 11
12
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