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MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $189M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$736K
2
+$607K
3
+$530K
4
GILD icon
Gilead Sciences
GILD
+$459K
5
EMN icon
Eastman Chemical
EMN
+$454K

Top Sells

1
+$693K
2
+$640K
3
+$416K
4
MU icon
Micron Technology
MU
+$215K
5
TSLA icon
Tesla
TSLA
+$213K

Sector Composition

1 Healthcare 27.18%
2 Consumer Staples 23.32%
3 Industrials 11.23%
4 Financials 7.29%
5 Communication Services 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
+7
352
$1K ﹤0.01%
+19
353
$1K ﹤0.01%
+40
354
$1K ﹤0.01%
+9
355
$1K ﹤0.01%
+2
356
$1K ﹤0.01%
+5
357
$1K ﹤0.01%
+2
358
$1K ﹤0.01%
+16
359
$1K ﹤0.01%
+40
360
$1K ﹤0.01%
+38
361
$1K ﹤0.01%
20
362
$1K ﹤0.01%
+10
363
$1K ﹤0.01%
70
364
$1K ﹤0.01%
+18
365
$1K ﹤0.01%
+18
366
$1K ﹤0.01%
+3
367
$1K ﹤0.01%
+14
368
$1K ﹤0.01%
+23
369
$1K ﹤0.01%
+6
370
$1K ﹤0.01%
+12
371
$1K ﹤0.01%
70
372
$1K ﹤0.01%
+4
373
$1K ﹤0.01%
+6
374
$1K ﹤0.01%
+33
375
$1K ﹤0.01%
+10
13 14
15
16 17