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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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.12M
3
+$740K
4
BABA icon
Alibaba
BABA
+$488K
5
AEP icon
American Electric Power
AEP
+$469K

Top Sells

1
+$2.97M
2
+$1.06M
3
+$281K
4
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$248K

Sector Composition

1 Healthcare 23.74%
2 Consumer Staples 19.41%
3 Industrials 13.15%
4 Utilities 13.05%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$0 ﹤0.01%
4
377
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-3,700
378
– –
-25
379
$0 ﹤0.01%
+109
380
– –
-109
381
– –
-3,450
382
$0 ﹤0.01%
7
383
– –
-500
384
$0 ﹤0.01%
6
385
– –
-122
386
– –
-400
387
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-8
388
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-261
389
– –
-11
390
$0 ﹤0.01%
100
391
– –
-200
12 13 14 15
16