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
$172M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$501K
3
+$321K
4
SYY icon
Sysco
SYY
+$226K
5
TSLA icon
Tesla
TSLA
+$222K

Top Sells

1
+$583K
2
+$369K
3
+$285K
4
CCRN icon
Cross Country Healthcare
CCRN
+$179K
5
ARRY icon
Array Technologies
ARRY
+$151K

Sector Composition

1 Healthcare 28.18%
2 Consumer Staples 18.47%
3 Technology 16.82%
4 Utilities 13.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.05K ﹤0.01%
+80
277
$7.98K ﹤0.01%
100
278
$7.81K ﹤0.01%
462
279
$7.79K ﹤0.01%
500
280
$7.7K ﹤0.01%
42
281
$7.67K ﹤0.01%
31
282
$7.48K ﹤0.01%
200
283
$7.36K ﹤0.01%
16
284
$7.29K ﹤0.01%
377
285
$7.27K ﹤0.01%
100
286
$7.26K ﹤0.01%
90
287
$7.23K ﹤0.01%
50
288
$7.21K ﹤0.01%
200
-108
289
$7.15K ﹤0.01%
100
290
$7.15K ﹤0.01%
+150
291
$6.66K ﹤0.01%
82
292
$6.56K ﹤0.01%
36
293
$6.48K ﹤0.01%
125
294
$6.36K ﹤0.01%
2,514
295
$6.34K ﹤0.01%
53
296
$6.25K ﹤0.01%
34
297
$6.2K ﹤0.01%
200
298
$6.08K ﹤0.01%
45
299
$6.01K ﹤0.01%
+85
300
$6K ﹤0.01%
500
10 11
12
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