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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1
+$433K
2
+$389K
3
+$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.98K ﹤0.01%
126
352
$2.97K ﹤0.01%
104
353
$2.73K ﹤0.01%
13
354
$2.69K ﹤0.01%
100
355
$2.68K ﹤0.01%
1,000
356
$2.57K ﹤0.01%
23
357
$2.55K ﹤0.01%
69
358
$2.4K ﹤0.01%
159
359
$2.21K ﹤0.01%
37
360
$1.87K ﹤0.01%
76
361
$1.81K ﹤0.01%
25
362
$1.81K ﹤0.01%
300
363
$1.78K ﹤0.01%
9
364
$1.75K ﹤0.01%
510
+430
365
$1.75K ﹤0.01%
500
366
$1.73K ﹤0.01%
50
367
$1.73K ﹤0.01%
51
368
$1.5K ﹤0.01%
23
369
$1.5K ﹤0.01%
+10
370
$1.46K ﹤0.01%
200
371
$1.32K ﹤0.01%
13
372
$1.15K ﹤0.01%
61
+10
373
$1.07K ﹤0.01%
+10
374
$1.04K ﹤0.01%
35
375
$985 ﹤0.01%
100
13 14
15
16 17