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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$795K
4
BABA icon
Alibaba
BABA
+$552K
5
AEP icon
American Electric Power
AEP
+$480K

Top Sells

1
+$3.19M
2
+$1.06M
3
+$283K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$258K
5
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K

Sector Composition

1 Healthcare 23.74%
2 Consumer Staples 19.41%
3 Industrials 13.15%
4 Utilities 13.05%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
152
327
$4K ﹤0.01%
45
328
$4K ﹤0.01%
100
329
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17
330
$4K ﹤0.01%
1,000
331
$3K ﹤0.01%
150
332
$3K ﹤0.01%
100
333
$3K ﹤0.01%
26
334
$3K ﹤0.01%
126
335
$3K ﹤0.01%
59
336
$3K ﹤0.01%
150
337
$2K ﹤0.01%
42
-12
338
$2K ﹤0.01%
197
339
$2K ﹤0.01%
1,000
340
$2K ﹤0.01%
60
341
$2K ﹤0.01%
200
342
$2K ﹤0.01%
104
343
$2K ﹤0.01%
11
344
$2K ﹤0.01%
249
345
$2K ﹤0.01%
50
346
$2K ﹤0.01%
21
347
$2K ﹤0.01%
19
348
$2K ﹤0.01%
500
349
$1K ﹤0.01%
27
350
$1K ﹤0.01%
11
12 13
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15 16