MSFP
Mark Sheptoff Financial Planning Portfolio holdings
AUM
$188M
This Quarter Return
+5.65%
1 Year Return
+35.7%
3 Year Return
+74.7%
5 Year Return
+149.44%
10 Year Return
+379.71%
AUM
$175M
AUM Growth
+$175M
(+1.8%)
Cap. Flow
-$3.93M
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
53.2%
Holding
409
New
24
Increased
31
Reduced
57
Closed
17
Top Buys
| 1 |
Palantir
PLTR
|
$268K |
| 2 |
GitLab
GTLB
|
$230K |
| 3 |
Invesco PHLX Semiconductor ETF
SOXQ
|
$197K |
| 4 |
Citizens Financial Group
CFG
|
$170K |
| 5 |
NVIDIA
NVDA
|
$159K |
Top Sells
| 1 |
Verizon
VZ
|
$738K |
| 2 |
Microsoft
MSFT
|
$502K |
| 3 |
AT&T
T
|
$477K |
| 4 |
Devon Energy
DVN
|
$386K |
| 5 |
ZIM Integrated Shipping Services
ZIM
|
$336K |
Sector Composition
| 1 | Healthcare | 27.69% |
| 2 | Technology | 19.54% |
| 3 | Consumer Staples | 17.82% |
| 4 | Utilities | 12.41% |
| 5 | Industrials | 7.28% |
