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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1
+$433K
2
+$389K
3
+$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.6K 0.01%
150
277
$12.5K 0.01%
176
278
$12.4K 0.01%
100
279
$12.3K 0.01%
100
280
$12.1K 0.01%
36
281
$11.9K 0.01%
69
282
$11.9K 0.01%
241
283
$11.8K 0.01%
203
-200
284
$11.8K 0.01%
2,500
285
$11.5K 0.01%
150
286
$11.3K 0.01%
300
287
$11.2K 0.01%
+500
288
$11.1K 0.01%
200
289
$10.8K 0.01%
550
-9
290
$10.7K 0.01%
+300
291
$10.2K 0.01%
34
292
$10.2K 0.01%
69
293
$10K 0.01%
329
+1
294
$9.88K 0.01%
175
295
$9.87K 0.01%
+170
296
$9.77K 0.01%
100
297
$9.34K 0.01%
100
298
$9.29K 0.01%
+300
299
$9.27K 0.01%
+55
300
$9.13K 0.01%
50
10 11
12
13 14