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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
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
Mondelez International
MDLZ
+$497K

Sector Composition

1 Technology 31.29%
2 Healthcare 18.59%
3 Industrials 9.85%
4 Utilities 8.81%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.19K ﹤0.01%
+254
352
$9.07K ﹤0.01%
13
353
$9.06K ﹤0.01%
150
+50
354
$9.06K ﹤0.01%
215
355
$8.78K ﹤0.01%
+75
356
$8.73K ﹤0.01%
100
357
$8.68K ﹤0.01%
265
358
$8.62K ﹤0.01%
100
359
$8.45K ﹤0.01%
58
360
$8.41K ﹤0.01%
436
361
$8.39K ﹤0.01%
118
362
$8.13K ﹤0.01%
500
363
$7.95K ﹤0.01%
+185
364
$7.94K ﹤0.01%
100
365
$7.92K ﹤0.01%
55
366
$7.87K ﹤0.01%
146
367
$7.78K ﹤0.01%
80
368
$7.74K ﹤0.01%
69
369
$7.56K ﹤0.01%
40
+6
370
$7.49K ﹤0.01%
29
371
$7.32K ﹤0.01%
100
372
$7.24K ﹤0.01%
50
+25
373
$7.21K ﹤0.01%
75
374
$7.04K ﹤0.01%
66
375
$6.97K ﹤0.01%
21
13 14
15
16 17