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
$124M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$786K
2 +$562K
3 +$550K
4
GILD icon
Gilead Sciences
GILD
+$492K
5
EMN icon
Eastman Chemical
EMN
+$482K

Top Sells

1 +$693K
2 +$603K
3 +$412K
4
TSLA icon
Tesla
TSLA
+$242K
5
MU icon
Micron Technology
MU
+$161K

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%
+2
352
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+16
353
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+40
354
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20
356
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358
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365
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371
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70
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375
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+10