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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
451
$1.88K ﹤0.01%
13
452
$1.82K ﹤0.01%
200
453
$1.62K ﹤0.01%
52
454
$1.3K ﹤0.01%
+100
455
$1.26K ﹤0.01%
35
456
$1.22K ﹤0.01%
500
457
$1.19K ﹤0.01%
510
458
$1.18K ﹤0.01%
29
459
$1.15K ﹤0.01%
400
460
$888 ﹤0.01%
300
461
$725 ﹤0.01%
500
462
$709 ﹤0.01%
13
-122
463
$676 ﹤0.01%
9
464
$615 ﹤0.01%
+100
465
$593 ﹤0.01%
12
466
$581 ﹤0.01%
14
467
$414 ﹤0.01%
200
468
$381 ﹤0.01%
25
469
$378 ﹤0.01%
300
470
$345 ﹤0.01%
8
471
$258 ﹤0.01%
10
472
$249 ﹤0.01%
500
473
$243 ﹤0.01%
100
474
$238 ﹤0.01%
10
475
$212 ﹤0.01%
25
17 18
19
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