MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $188M
1-Year Est. Return 35.7%
This Quarter Est. Return
1 Year Est. Return
+35.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$542K
3 +$510K
4
AMD icon
Advanced Micro Devices
AMD
+$475K
5
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$429K

Top Sells

1 +$440K
2 +$341K
3 +$333K
4
J icon
Jacobs Solutions
J
+$305K
5
STZ icon
Constellation Brands
STZ
+$286K

Sector Composition

1 Healthcare 26.45%
2 Technology 17.25%
3 Consumer Staples 16.33%
4 Utilities 13.26%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-1,700
477
$0 ﹤0.01%
+9
478
$0 ﹤0.01%
16
479
$0 ﹤0.01%
4
480
-4
481
-4,657
482
0
483
-2,550
484
-1,000
485
$0 ﹤0.01%
+2
486
-4,000