MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $210M
1-Year Est. Return 34.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1 +$1.01M
2 +$923K
3 +$664K
4
NVDA icon
NVIDIA
NVDA
+$551K
5
INTC icon
Intel
INTC
+$372K

Top Sells

1 +$1.13M
2 +$254K
3 +$251K
4
LMT icon
Lockheed Martin
LMT
+$246K
5
CVS icon
CVS Health
CVS
+$166K

Sector Composition

1 Technology 26.88%
2 Healthcare 22.96%
3 Consumer Staples 11.13%
4 Utilities 9.6%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-39
452
-3,359
453
-250