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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$795K
4
BABA icon
Alibaba
BABA
+$552K
5
AEP icon
American Electric Power
AEP
+$480K

Top Sells

1
+$3.19M
2
+$1.06M
3
+$283K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$258K
5
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K

Sector Composition

1 Healthcare 23.74%
2 Consumer Staples 19.41%
3 Industrials 13.15%
4 Utilities 13.05%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
28
352
$1K ﹤0.01%
37
353
$1K ﹤0.01%
29
354
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35
355
$1K ﹤0.01%
70
356
$1K ﹤0.01%
10
357
$1K ﹤0.01%
19
-5
358
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24
359
– –
-122
360
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361
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362
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363
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364
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365
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368
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369
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25
370
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$0 ﹤0.01%
100
374
– –
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375
$0 ﹤0.01%
30
12 13 14
15
16