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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
$210M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$602K
3
+$495K
4
AMD icon
Advanced Micro Devices
AMD
+$444K
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$373K

Top Sells

1
+$419K
2
+$343K
3
+$333K
4
J icon
Jacobs Solutions
J
+$308K
5
STZ icon
Constellation Brands
STZ
+$260K

Sector Composition

1 Healthcare 26.45%
2 Technology 17.25%
3 Consumer Staples 16.33%
4 Utilities 13.26%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
25
402
$2K ﹤0.01%
+9
403
$2K ﹤0.01%
+9
404
$2K ﹤0.01%
+53
405
$2K ﹤0.01%
+9
406
$2K ﹤0.01%
84
407
$2K ﹤0.01%
+38
408
$2K ﹤0.01%
30
409
$2K ﹤0.01%
+23
410
$2K ﹤0.01%
45
411
$2K ﹤0.01%
249
412
$2K ﹤0.01%
50
413
$2K ﹤0.01%
+30
414
$2K ﹤0.01%
80
415
$2K ﹤0.01%
74
416
$2K ﹤0.01%
+26
417
$2K ﹤0.01%
+20
418
$2K ﹤0.01%
16
419
$2K ﹤0.01%
+7
420
$2K ﹤0.01%
+13
421
$2K ﹤0.01%
+30
422
$2K ﹤0.01%
+36
423
$2K ﹤0.01%
+7
424
$1K ﹤0.01%
+11
425
$1K ﹤0.01%
+17
15 16
17
18 19