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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1
+$433K
2
+$389K
3
+$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.88K ﹤0.01%
200
302
$8.62K ﹤0.01%
45
303
$8.51K ﹤0.01%
82
304
$8.48K ﹤0.01%
323
305
$8.3K ﹤0.01%
16
306
$8.07K ﹤0.01%
+119
307
$7.98K ﹤0.01%
100
308
$7.96K ﹤0.01%
100
-200
309
$7.8K ﹤0.01%
200
310
$7.77K ﹤0.01%
+60
311
$7.67K ﹤0.01%
31
312
$7.61K ﹤0.01%
200
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$7.22K ﹤0.01%
79
314
$7.05K ﹤0.01%
118
315
$6.77K ﹤0.01%
125
316
$6.6K ﹤0.01%
25
317
$6.59K ﹤0.01%
100
318
$6.56K ﹤0.01%
36
319
$6.46K ﹤0.01%
31
320
$6.38K ﹤0.01%
462
321
$6.18K ﹤0.01%
500
322
$5.86K ﹤0.01%
45
323
$5.85K ﹤0.01%
48
324
$5.85K ﹤0.01%
+66
325
$5.64K ﹤0.01%
50
11 12
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