MSFP
Mark Sheptoff Financial Planning Portfolio holdings
AUM
$210M
1-Year Est. Return
34.05%
This Fund
S&P 500
1 Year Est. Return
+34.05%
AUM
$209M
AUM Growth
+$21.3M
(+11%)
Holding
553
Top Buys
| 1 | +$924K | |
| 2 | +$656K | |
| 3 | +$600K | |
| 4 |
Kiniksa Pharmaceuticals
KNSA
|
+$523K |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$511K |
Top Sells
| 1 | +$1.06M | |
| 2 | +$572K | |
| 3 | +$525K | |
| 4 |
Zscaler
ZS
|
+$498K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
Sprouts Farmers Market
SFM
$7.19B
| – | – |
-17
|
|
||
552
Toronto Dominion Bank
TD
$161B
| – | – |
-59
|
|
||
553
Wintrust Financial
WTFC
$9.09B
| – | – |
-44
|
|