MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $188M
1-Year Est. Return 35.7%
This Quarter Est. Return
1 Year Est. Return
+35.7%
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
+$1.24M
2
+$1.17M
3
+$795K
4
BABA icon
Alibaba
BABA
+$552K
5
AEP icon
American Electric Power
AEP
+$480K

Top Sells

1
+$3.19M
2
+$1.06M
3
+$283K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$258K
5
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K

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%
40
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$11K 0.01%
500
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$11K 0.01%
300
279
$10K 0.01%
800
280
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+100
281
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+200
282
$10K 0.01%
34
283
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100
284
$10K 0.01%
300
285
$10K 0.01%
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$9K 0.01%
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287
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65
288
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+929
289
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+500
290
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500
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87
293
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+300
294
$8K 0.01%
150
295
$8K 0.01%
500
296
$8K 0.01%
+400
297
$8K 0.01%
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298
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500
299
$8K 0.01%
198
300
$8K 0.01%
95
10 11
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