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
$166M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1 +$484K
2 +$414K
3 +$358K
4
DT icon
Dynatrace
DT
+$304K
5
SJM icon
J.M. Smucker
SJM
+$259K

Top Sells

1 +$2.28M
2 +$814K
3 +$262K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$232K
5
AVA icon
Avista
AVA
+$200K

Sector Composition

1 Healthcare 28.58%
2 Technology 21.93%
3 Consumer Staples 16.17%
4 Utilities 9.58%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$11.7K 0.01%
100
277
$11.7K 0.01%
450
278
$11.3K 0.01%
200
279
$10.9K 0.01%
36
280
$10.9K 0.01%
+800
281
$10.8K 0.01%
559
282
$10.8K 0.01%
400
283
$10.8K 0.01%
300
284
$10.7K 0.01%
300
-5,600
285
$10.6K 0.01%
200
286
$10.4K 0.01%
+100
287
$10.3K 0.01%
69
288
$10.3K 0.01%
+300
289
$10.2K 0.01%
323
290
$9.89K 0.01%
100
291
$9.41K 0.01%
69
292
$9.24K 0.01%
+150
293
$9.13K 0.01%
50
294
$9.02K 0.01%
100
295
$8.95K 0.01%
+328
296
$8.82K 0.01%
+1,000
297
$8.66K 0.01%
175
298
$8.53K 0.01%
150
299
$8.46K 0.01%
200
300
$8.35K 0.01%
+250