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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
$181M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$318K
3
+$261K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$214K
5
NOW icon
ServiceNow
NOW
+$188K

Top Sells

1
+$918K
2
+$851K
3
+$693K
4
INTC icon
Intel
INTC
+$549K
5
GEN icon
Gen Digital
GEN
+$521K

Sector Composition

1 Healthcare 25.03%
2 Technology 23.76%
3 Consumer Staples 11.4%
4 Utilities 9.81%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
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