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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1
+$433K
2
+$389K
3
+$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.62K ﹤0.01%
91
327
$5.56K ﹤0.01%
100
328
$5.46K ﹤0.01%
10
329
$5.13K ﹤0.01%
200
330
$5.08K ﹤0.01%
14
331
$4.96K ﹤0.01%
375
332
$4.85K ﹤0.01%
31
333
$4.79K ﹤0.01%
100
334
$4.77K ﹤0.01%
100
335
$4.59K ﹤0.01%
205
+1
336
$4.53K ﹤0.01%
28
337
$4.34K ﹤0.01%
150
338
$4.31K ﹤0.01%
+29
339
$4.27K ﹤0.01%
100
340
$4.19K ﹤0.01%
100
341
$4.08K ﹤0.01%
176
342
$3.99K ﹤0.01%
109
343
$3.97K ﹤0.01%
77
344
$3.78K ﹤0.01%
+50
345
$3.76K ﹤0.01%
7
346
$3.63K ﹤0.01%
53
347
$3.63K ﹤0.01%
+80
348
$3.46K ﹤0.01%
+85
349
$3.27K ﹤0.01%
50
350
$3.13K ﹤0.01%
300
12 13
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