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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
376
$6.91K ﹤0.01%
50
377
$6.88K ﹤0.01%
50
378
$6.84K ﹤0.01%
245
+169
379
$6.68K ﹤0.01%
+1,000
380
$6.6K ﹤0.01%
512
+12
381
$6.57K ﹤0.01%
118
382
$6.52K ﹤0.01%
1,000
-500
383
$6.48K ﹤0.01%
189
384
$6.4K ﹤0.01%
500
385
$6.37K ﹤0.01%
1,000
386
$6.33K ﹤0.01%
50
387
$6.28K ﹤0.01%
200
388
$6.24K ﹤0.01%
37
389
$6.2K ﹤0.01%
300
-1,200
390
$6.2K ﹤0.01%
36
391
$6.15K ﹤0.01%
10
-680
392
$6.09K ﹤0.01%
461
393
$6.02K ﹤0.01%
+130
394
$5.94K ﹤0.01%
300
395
$5.84K ﹤0.01%
69
396
$5.82K ﹤0.01%
31
-12
397
$5.81K ﹤0.01%
+128
398
$5.78K ﹤0.01%
300
399
$5.78K ﹤0.01%
+26
400
$5.75K ﹤0.01%
+100
14 15
16
17 18