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
$171M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$315K
3
+$206K
4
PFE icon
Pfizer
PFE
+$153K
5
ARRY icon
Array Technologies
ARRY
+$151K

Top Sells

1
+$1.35M
2
+$651K
3
+$275K
4
PG icon
Procter & Gamble
PG
+$166K
5
F icon
Ford
F
+$164K

Sector Composition

1 Healthcare 30.29%
2 Consumer Staples 18.72%
3 Utilities 14.89%
4 Technology 13.78%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.38K ﹤0.01%
50
327
$3.36K ﹤0.01%
100
328
$3.27K ﹤0.01%
100
329
$3.2K ﹤0.01%
130
330
$3.17K ﹤0.01%
+89
331
$3.16K ﹤0.01%
+220
332
$3.04K ﹤0.01%
200
333
$2.98K ﹤0.01%
9
334
$2.86K ﹤0.01%
126
335
$2.84K ﹤0.01%
116
336
$2.77K ﹤0.01%
300
337
$2.68K ﹤0.01%
+120
338
$2.63K ﹤0.01%
7
339
$2.61K ﹤0.01%
250
340
$2.5K ﹤0.01%
+50
341
$2.49K ﹤0.01%
152
342
$2.45K ﹤0.01%
53
343
$2.44K ﹤0.01%
176
344
$2.43K ﹤0.01%
104
345
$2.34K ﹤0.01%
28
346
$2.33K ﹤0.01%
500
347
$2.29K ﹤0.01%
50
348
$2.27K ﹤0.01%
13
349
$2.2K ﹤0.01%
25
350
$2.13K ﹤0.01%
1,500
12 13
14
15 16