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
$171M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$315K
3 +$206K
4
PFE icon
Pfizer
PFE
+$153K
5
ARRY icon
Array Technologies
ARRY
+$151K

Top Sells

1 +$1.35M
2 +$651K
3 +$275K
4
PG icon
Procter & Gamble
PG
+$166K
5
F icon
Ford
F
+$164K

Sector Composition

1 Healthcare 30.29%
2 Consumer Staples 18.72%
3 Utilities 14.89%
4 Technology 13.78%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-74
402
-84
403
-50
404
-120
405
-2,000