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
$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%
28
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$7K ﹤0.01%
35
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+25
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50
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103
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323
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50