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
$175M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$268K
2 +$230K
3 +$197K
4
CFG icon
Citizens Financial Group
CFG
+$170K
5
NVDA icon
NVIDIA
NVDA
+$159K

Top Sells

1 +$738K
2 +$502K
3 +$477K
4
DVN icon
Devon Energy
DVN
+$386K
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$336K

Sector Composition

1 Healthcare 27.69%
2 Technology 19.54%
3 Consumer Staples 17.82%
4 Utilities 12.41%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-166
402
-584
403
-2,514
404
-322
405
-44
406
-220
407
-1,500
408
-1,850
409
-1,000