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
$144M
AUM Growth
-$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$584K
2 +$448K
3 +$341K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$265K
5
T icon
AT&T
T
+$183K

Top Sells

1 +$1.41M
2 +$1.1M
3 +$530K
4
NVS icon
Novartis
NVS
+$513K
5
USG
Usg
USG
+$506K

Sector Composition

1 Healthcare 23.91%
2 Consumer Staples 20.55%
3 Industrials 11.6%
4 Financials 8.52%
5 Utilities 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$5K ﹤0.01%
74
327
$5K ﹤0.01%
+175
328
$5K ﹤0.01%
118
329
$5K ﹤0.01%
297
330
$5K ﹤0.01%
31
331
$5K ﹤0.01%
93
332
$5K ﹤0.01%
48
333
$5K ﹤0.01%
100
334
$5K ﹤0.01%
50
335
$5K ﹤0.01%
500
336
$5K ﹤0.01%
500
337
$4K ﹤0.01%
35
338
$4K ﹤0.01%
95
339
$4K ﹤0.01%
50
340
$4K ﹤0.01%
34
341
$4K ﹤0.01%
75
342
$4K ﹤0.01%
53
343
$4K ﹤0.01%
43
344
$3K ﹤0.01%
+200
345
$3K ﹤0.01%
29
-48
346
$3K ﹤0.01%
92
347
$3K ﹤0.01%
200
348
$3K ﹤0.01%
34
349
$3K ﹤0.01%
150
350
$3K ﹤0.01%
1,000