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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
401
$5.75K ﹤0.01%
203
402
$5.75K ﹤0.01%
+300
403
$5.62K ﹤0.01%
176
404
$5.52K ﹤0.01%
100
405
$5.17K ﹤0.01%
16
406
$5.15K ﹤0.01%
45
407
$5.14K ﹤0.01%
30
408
$5.12K ﹤0.01%
323
409
$5.11K ﹤0.01%
+72
410
$5.1K ﹤0.01%
300
411
$5.05K ﹤0.01%
27
412
$5.01K ﹤0.01%
260
+200
413
$4.93K ﹤0.01%
48
414
$4.87K ﹤0.01%
50
415
$4.87K ﹤0.01%
10
+6
416
$4.75K ﹤0.01%
38
417
$4.66K ﹤0.01%
4
418
$4.57K ﹤0.01%
800
419
$4.56K ﹤0.01%
10
420
$4.55K ﹤0.01%
100
421
$4.47K ﹤0.01%
25
422
$4.45K ﹤0.01%
500
423
$4.4K ﹤0.01%
250
424
$4.34K ﹤0.01%
8
425
$4.12K ﹤0.01%
109
15 16
17
18 19