MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $209M
1-Year Est. Return 41.14%
This Quarter Est. Return
1 Year Est. Return
+41.14%
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%
37
352
$1K ﹤0.01%
29
353
$1K ﹤0.01%
35
354
$1K ﹤0.01%
70
355
$1K ﹤0.01%
10
356
$1K ﹤0.01%
19
-5
357
$1K ﹤0.01%
24
358
$1K ﹤0.01%
27
359
– –
-3,700
360
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-25
361
$0 ﹤0.01%
10
362
– –
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363
– –
-400
364
$0 ﹤0.01%
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365
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366
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367
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-500
368
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369
$0 ﹤0.01%
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370
– –
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371
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25
372
$0 ﹤0.01%
6
373
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375
$0 ﹤0.01%
100
12 13 14
15
16