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
$146M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1 +$935K
2 +$771K
3 +$461K
4
AEP icon
American Electric Power
AEP
+$449K
5
NEE icon
NextEra Energy
NEE
+$449K

Top Sells

1 +$1.29M
2 +$928K
3 +$572K
4
SBUX icon
Starbucks
SBUX
+$348K
5
BX icon
Blackstone
BX
+$332K

Sector Composition

1 Healthcare 26.37%
2 Consumer Staples 20.57%
3 Utilities 11.6%
4 Industrials 10.62%
5 Technology 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$2K ﹤0.01%
200
327
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328
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126
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$1K ﹤0.01%
50
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70
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10
-3,475
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27
346
$1K ﹤0.01%
24
347
$0 ﹤0.01%
11
348
$0 ﹤0.01%
9
349
$0 ﹤0.01%
7
350
-100