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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
$148M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$878K
3
+$561K
4
MSFT icon
Microsoft
MSFT
+$480K
5
PG icon
Procter & Gamble
PG
+$390K

Top Sells

1
+$1.15M
2
+$599K
3
+$500K
4
CLX icon
Clorox
CLX
+$443K
5
INTC icon
Intel
INTC
+$439K

Sector Composition

1 Healthcare 24.12%
2 Consumer Staples 21.17%
3 Utilities 13.3%
4 Industrials 11.59%
5 Technology 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$6K ﹤0.01%
50
302
$5K ﹤0.01%
323
303
$5K ﹤0.01%
122
+120
304
$5K ﹤0.01%
82
305
$5K ﹤0.01%
+31
306
$5K ﹤0.01%
48
307
$5K ﹤0.01%
164
-400
308
$4K ﹤0.01%
126
309
$4K ﹤0.01%
34
310
$4K ﹤0.01%
+33
311
$4K ﹤0.01%
50
312
$4K ﹤0.01%
100
313
$4K ﹤0.01%
+17
314
$4K ﹤0.01%
16
315
$4K ﹤0.01%
20
316
$4K ﹤0.01%
200
317
$4K ﹤0.01%
95
318
$4K ﹤0.01%
50
319
$4K ﹤0.01%
45
320
$4K ﹤0.01%
+152
321
$3K ﹤0.01%
150
322
$3K ﹤0.01%
+37
323
$3K ﹤0.01%
+21
324
$3K ﹤0.01%
1,000
325
$3K ﹤0.01%
+25
11 12
13
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