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
$171M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$315K
3
+$206K
4
PFE icon
Pfizer
PFE
+$153K
5
ARRY icon
Array Technologies
ARRY
+$151K

Top Sells

1
+$1.35M
2
+$651K
3
+$275K
4
PG icon
Procter & Gamble
PG
+$166K
5
F icon
Ford
F
+$164K

Sector Composition

1 Healthcare 30.29%
2 Consumer Staples 18.72%
3 Utilities 14.89%
4 Technology 13.78%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.91K ﹤0.01%
+375
302
$5.8K ﹤0.01%
45
303
$5.76K ﹤0.01%
+320
304
$5.71K ﹤0.01%
34
305
$5.56K ﹤0.01%
100
306
$5.55K ﹤0.01%
1,000
307
$5.47K ﹤0.01%
130
308
$5.26K ﹤0.01%
100
309
$5.24K ﹤0.01%
48
310
$5.2K ﹤0.01%
1,000
311
$5.1K ﹤0.01%
100
312
$5.08K ﹤0.01%
125
313
$5.07K ﹤0.01%
+34
314
$4.8K ﹤0.01%
57
315
$4.79K ﹤0.01%
100
316
$4.62K ﹤0.01%
58
+45
317
$4.42K ﹤0.01%
28
318
$4.37K ﹤0.01%
+50
319
$4.34K ﹤0.01%
150
320
$4.17K ﹤0.01%
50
321
$3.99K ﹤0.01%
112
322
$3.77K ﹤0.01%
1,000
323
$3.64K ﹤0.01%
31
324
$3.63K ﹤0.01%
44
325
$3.53K ﹤0.01%
900
11 12
13
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