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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
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
Mondelez International
MDLZ
+$497K

Sector Composition

1 Technology 31.29%
2 Healthcare 18.59%
3 Industrials 9.85%
4 Utilities 8.81%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K 0.01%
200
277
$19.9K 0.01%
425
278
$19.9K 0.01%
25
-6
279
$19.4K 0.01%
620
280
$18.3K 0.01%
200
281
$18.2K 0.01%
559
282
$18K 0.01%
225
283
$17.8K 0.01%
100
284
$17.6K 0.01%
450
285
$17.4K 0.01%
100
286
$17.3K 0.01%
+100
287
$17.2K 0.01%
+56
288
$17.1K 0.01%
2,000
289
$16.9K 0.01%
1,730
290
$16.7K 0.01%
100
291
$16.1K 0.01%
97
292
$16.1K 0.01%
200
293
$16K 0.01%
280
294
$15.7K 0.01%
585
-481
295
$15.7K 0.01%
360
296
$15.6K 0.01%
46
297
$15.5K 0.01%
385
298
$15.3K 0.01%
600
299
$15.3K 0.01%
362
300
$15.3K 0.01%
96
-43
10 11
12
13 14