MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $210M
1-Year Est. Return 34.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$944K
2 +$816K
3 +$634K
4
AEP icon
American Electric Power
AEP
+$529K
5
MRK icon
Merck
MRK
+$447K

Top Sells

1 +$1.51M
2 +$328K
3 +$166K
4
RAD
Rite Aid Corporation
RAD
+$162K
5
AAPL icon
Apple
AAPL
+$110K

Sector Composition

1 Healthcare 26.6%
2 Consumer Staples 20.73%
3 Industrials 11.77%
4 Utilities 10.62%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-700
377
-300
378
-53