We are live on ! Find out more
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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.12M
3
+$740K
4
BABA icon
Alibaba
BABA
+$488K
5
AEP icon
American Electric Power
AEP
+$469K

Top Sells

1
+$2.97M
2
+$1.06M
3
+$281K
4
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K

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%
10
352
$1K ﹤0.01%
11
353
$1K ﹤0.01%
28
354
$1K ﹤0.01%
37
355
$1K ﹤0.01%
29
356
$1K ﹤0.01%
19
-5
357
$1K ﹤0.01%
24
358
$1K ﹤0.01%
27
359
– –
-110
360
$0 ﹤0.01%
25
361
$0 ﹤0.01%
30
362
$0 ﹤0.01%
23
363
$0 ﹤0.01%
10
364
– –
-6,346
365
– –
-400
366
$0 ﹤0.01%
9
367
– –
-16,000
368
$0 ﹤0.01%
1
369
– –
-4,392
370
– –
-548
371
– –
-3,090
372
$0 ﹤0.01%
4
373
– –
-33
374
– –
-3
375
– –
-27
12 13 14
15
16