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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
$174M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$926K
3
+$685K
4
SPXS icon
Direxion Daily S&P 500 Bear 3x ETF
SPXS
+$454K
5
RTX icon
RTX Corp
RTX
+$355K

Top Sells

1
+$1.12M
2
+$683K
3
+$609K
4
PEP icon
PepsiCo
PEP
+$582K
5
ATKR icon
Atkore
ATKR
+$568K

Sector Composition

1 Healthcare 29.36%
2 Consumer Staples 17.47%
3 Technology 14.45%
4 Utilities 13.57%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
70
352
$1K ﹤0.01%
30
353
$1K ﹤0.01%
11
354
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28
355
$1K ﹤0.01%
18
356
$1K ﹤0.01%
20
357
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23
358
$1K ﹤0.01%
49
359
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30
360
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10
361
$1K ﹤0.01%
3
362
$1K ﹤0.01%
32
-138
363
$1K ﹤0.01%
29
364
$1K ﹤0.01%
35
365
$1K ﹤0.01%
30
366
$1K ﹤0.01%
249
367
$1K ﹤0.01%
50
368
$1K ﹤0.01%
38
-67
369
$1K ﹤0.01%
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370
$1K ﹤0.01%
20
371
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372
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13
373
$1K ﹤0.01%
25
374
$1K ﹤0.01%
9
-200
375
$1K ﹤0.01%
23
13 14
15
16 17