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
$174M
AUM Growth
-$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$862K
2 +$855K
3 +$396K
4
JNJ icon
Johnson & Johnson
JNJ
+$348K
5
DE icon
Deere & Co
DE
+$243K

Top Sells

1 +$1.53M
2 +$1.37M
3 +$1.06M
4
MRK icon
Merck
MRK
+$768K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$623K

Sector Composition

1 Healthcare 26.64%
2 Consumer Staples 18.23%
3 Technology 16.27%
4 Utilities 13.18%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
12
402
-3,000
403
-3,971