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
$139M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$983K
2 +$862K
3 +$686K
4
AEP icon
American Electric Power
AEP
+$557K
5
MRK icon
Merck
MRK
+$474K

Top Sells

1 +$1.49M
2 +$320K
3 +$185K
4
RAD
Rite Aid Corporation
RAD
+$162K
5
AAPL icon
Apple
AAPL
+$123K

Sector Composition

1 Healthcare 26.6%
2 Consumer Staples 20.73%
3 Industrials 11.77%
4 Utilities 10.62%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$2K ﹤0.01%
59
327
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+11
328
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+30
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122
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$1K ﹤0.01%
11
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+35
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+27
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+27
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$1K ﹤0.01%
24
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$0 ﹤0.01%
7
350
-800