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
$172M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$501K
3
+$321K
4
SYY icon
Sysco
SYY
+$226K
5
TSLA icon
Tesla
TSLA
+$222K

Top Sells

1
+$583K
2
+$369K
3
+$285K
4
CCRN icon
Cross Country Healthcare
CCRN
+$179K
5
ARRY icon
Array Technologies
ARRY
+$151K

Sector Composition

1 Healthcare 28.18%
2 Consumer Staples 18.47%
3 Technology 16.82%
4 Utilities 13.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.87K ﹤0.01%
1,000
302
$5.62K ﹤0.01%
22
+13
303
$5.56K ﹤0.01%
+1,000
304
$5.56K ﹤0.01%
100
305
$5.52K ﹤0.01%
375
306
$5.45K ﹤0.01%
100
307
$5.42K ﹤0.01%
48
308
$5.38K ﹤0.01%
50
309
$4.99K ﹤0.01%
300
310
$4.84K ﹤0.01%
57
311
$4.79K ﹤0.01%
100
312
$4.54K ﹤0.01%
58
313
$4.38K ﹤0.01%
250
314
$4.36K ﹤0.01%
1,000
315
$4.34K ﹤0.01%
150
316
$4.06K ﹤0.01%
100
317
$4.02K ﹤0.01%
+65
318
$3.95K ﹤0.01%
112
319
$3.68K ﹤0.01%
200
320
$3.65K ﹤0.01%
44
321
$3.56K ﹤0.01%
28
322
$3.47K ﹤0.01%
31
323
$3.46K ﹤0.01%
100
324
$3.34K ﹤0.01%
25
325
$3.28K ﹤0.01%
130
11 12
13
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