MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $209M
1-Year Est. Return 41.14%
This Quarter Est. Return
1 Year Est. Return
+41.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$795K
4
BABA icon
Alibaba
BABA
+$552K
5
AEP icon
American Electric Power
AEP
+$480K

Top Sells

1
+$3.19M
2
+$1.06M
3
+$283K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$258K
5
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K

Sector Composition

1 Healthcare 23.74%
2 Consumer Staples 19.41%
3 Industrials 13.15%
4 Utilities 13.05%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8K 0.01%
95
302
$7K ﹤0.01%
+25
303
$7K ﹤0.01%
50
304
$7K ﹤0.01%
120
305
$7K ﹤0.01%
35
-1,416
306
$7K ﹤0.01%
75
307
$6K ﹤0.01%
31
308
$6K ﹤0.01%
48
309
$6K ﹤0.01%
323
310
$6K ﹤0.01%
350
311
$6K ﹤0.01%
103
312
$5K ﹤0.01%
100
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+300
315
$5K ﹤0.01%
50
316
$5K ﹤0.01%
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317
$5K ﹤0.01%
16
318
$5K ﹤0.01%
20
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$5K ﹤0.01%
82
320
$5K ﹤0.01%
31
321
$5K ﹤0.01%
95
322
$5K ﹤0.01%
34
323
$4K ﹤0.01%
200
324
$4K ﹤0.01%
50
325
$4K ﹤0.01%
152
11 12
13
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