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
$187M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$684K
3 +$630K
4
OTLY
Oatly Group
OTLY
+$428K
5
MSFT icon
Microsoft
MSFT
+$367K

Top Sells

1 +$886K
2 +$461K
3 +$401K
4
DT icon
Dynatrace
DT
+$386K
5
CRWD icon
CrowdStrike
CRWD
+$364K

Sector Composition

1 Healthcare 26.51%
2 Consumer Staples 17.93%
3 Technology 17.05%
4 Utilities 12.25%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
+400
352
$7K ﹤0.01%
25
353
$7K ﹤0.01%
75
354
$6K ﹤0.01%
50
355
$6K ﹤0.01%
300
-500
356
$6K ﹤0.01%
+90
357
$6K ﹤0.01%
16
358
$6K ﹤0.01%
14
359
$6K ﹤0.01%
100
360
$6K ﹤0.01%
36
361
$6K ﹤0.01%
34
362
$6K ﹤0.01%
42
363
$5K ﹤0.01%
400
-1,000
364
$5K ﹤0.01%
95
365
$5K ﹤0.01%
200
366
$5K ﹤0.01%
8
367
$5K ﹤0.01%
200
368
$5K ﹤0.01%
601
+250
369
$4K ﹤0.01%
300
370
$4K ﹤0.01%
116
371
$4K ﹤0.01%
50
372
$4K ﹤0.01%
152
373
$4K ﹤0.01%
130
374
$4K ﹤0.01%
84
375
$4K ﹤0.01%
50