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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1 +$4.97M
2 +$4.67M
3 +$4.48M
4
KO icon
Coca-Cola
KO
+$3.34M
5
HRL icon
Hormel Foods
HRL
+$3.01M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 24.53%
2 Healthcare 20.16%
3 Industrials 11.2%
4 Energy 10.49%
5 Financials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1K ﹤0.01%
+8
352
$1K ﹤0.01%
+40
353
$1K ﹤0.01%
+33
354
$1K ﹤0.01%
+200
355
$1K ﹤0.01%
+200
356
$0 ﹤0.01%
+20
357
$0 ﹤0.01%
+9
358
$0 ﹤0.01%
+30
359
$0 ﹤0.01%
+4
360
$0 ﹤0.01%
+45
361
$0 ﹤0.01%
+53
362
$0 ﹤0.01%
+10
363
$0 ﹤0.01%
+15
364
$0 ﹤0.01%
+25
365
$0 ﹤0.01%
+500
366
$0 ﹤0.01%
+5
367
$0 ﹤0.01%
+500
368
$0 ﹤0.01%
+1
369
$0 ﹤0.01%
+2