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
$172M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$501K
3
+$321K
4
SYY icon
Sysco
SYY
+$226K
5
TSLA icon
Tesla
TSLA
+$222K

Top Sells

1
+$583K
2
+$369K
3
+$285K
4
CCRN icon
Cross Country Healthcare
CCRN
+$179K
5
ARRY icon
Array Technologies
ARRY
+$151K

Sector Composition

1 Healthcare 28.18%
2 Consumer Staples 18.47%
3 Technology 16.82%
4 Utilities 13.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.56K ﹤0.01%
50
352
$1.55K ﹤0.01%
249
353
$1.51K ﹤0.01%
+100
354
$1.44K ﹤0.01%
45
355
$1.43K ﹤0.01%
97
356
$1.39K ﹤0.01%
23
357
$1.22K ﹤0.01%
15
358
$1.21K ﹤0.01%
200
359
$1.2K ﹤0.01%
51
360
$1.07K ﹤0.01%
28
361
$938 ﹤0.01%
80
362
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35
363
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100
364
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365
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366
$804 ﹤0.01%
10
367
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368
$734 ﹤0.01%
25
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2
370
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29
371
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372
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30
373
$416 ﹤0.01%
9
374
$398 ﹤0.01%
25
375
$330 ﹤0.01%
7
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16 17