We are live on ! Find out more
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
426
$4.07K ﹤0.01%
300
-4,300
427
$4.04K ﹤0.01%
14
-8
428
$4.02K ﹤0.01%
91
429
$4K ﹤0.01%
150
-300
430
$3.86K ﹤0.01%
5
431
$3.72K ﹤0.01%
50
432
$3.7K ﹤0.01%
375
433
$3.5K ﹤0.01%
100
434
$3.36K ﹤0.01%
80
435
$3.29K ﹤0.01%
+72
436
$3.22K ﹤0.01%
126
437
$3.22K ﹤0.01%
+200
438
$3.13K ﹤0.01%
300
439
$3K ﹤0.01%
300
440
$2.89K ﹤0.01%
100
441
$2.83K ﹤0.01%
200
442
$2.65K ﹤0.01%
50
443
$2.6K ﹤0.01%
+300
444
$2.53K ﹤0.01%
23
445
$2.3K ﹤0.01%
7
446
$2.28K ﹤0.01%
100
447
$2.21K ﹤0.01%
9
448
$2.21K ﹤0.01%
+33
449
$2.11K ﹤0.01%
44
-756
450
$1.96K ﹤0.01%
37
+19
16 17
18
19 20