MSFP
Mark Sheptoff Financial Planning Portfolio holdings
AUM
$209M
1-Year Est. Return
41.14%
1 Year Est. Return
+41.14%
AUM
$209M
AUM Growth
+$21.3M
(+11%)
Holding
553
Top Buys
| 1 | +$1M | |
| 2 | +$713K | |
| 3 | +$675K | |
| 4 |
Kiniksa Pharmaceuticals
KNSA
|
+$625K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$525K |
Top Sells
| 1 | +$1M | |
| 2 | +$612K | |
| 3 | +$556K | |
| 4 |
Zscaler
ZS
|
+$498K |
| 5 |
Mondelez International
MDLZ
|
+$481K |
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 | |
|---|---|---|---|---|---|---|
551
Western Union
WU
$3.02B
| – | – |
-2,000
|
|
||
552
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.4B
| – | – |
-139
|
|
||
|
553
Zscaler
ZS
$33.4B
| – | – |
-1,585
|
|