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MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $189M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
Mondelez International
MDLZ
+$497K

Sector Composition

1 Technology 31.29%
2 Healthcare 18.59%
3 Industrials 9.85%
4 Utilities 8.81%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15.2K 0.01%
350
302
$15K 0.01%
+150
303
$15K 0.01%
255
304
$15K 0.01%
100
305
$14.8K 0.01%
10,500
-4,000
306
$14.7K 0.01%
150
-1,028
307
$14.4K 0.01%
150
308
$14.4K 0.01%
138
309
$14.4K 0.01%
1,500
310
$14.3K 0.01%
34
311
$14.2K 0.01%
100
312
$14.1K 0.01%
50
313
$13.9K 0.01%
+400
314
$13.9K 0.01%
150
-6,022
315
$13.6K 0.01%
+518
316
$13.5K 0.01%
300
317
$13K 0.01%
109
-38
318
$12.8K 0.01%
200
319
$12.8K 0.01%
100
320
$12.7K 0.01%
549
+99
321
$12.5K 0.01%
123
322
$12.3K 0.01%
45
323
$12.3K 0.01%
175
324
$12.2K 0.01%
400
325
$12.1K 0.01%
69
11 12
13
14 15