MSFP
Mark Sheptoff Financial Planning Portfolio holdings
AUM
$188M
1-Year Return
35.7%
This Quarter Return
+3.18%
1 Year Return
+35.7%
3 Year Return
+74.7%
5 Year Return
+149.44%
10 Year Return
+379.71%
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.7%
Holding
369
New
369
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$4.97M |
| 2 |
J.M. Smucker
SJM
|
$4.67M |
| 3 |
PepsiCo
PEP
|
$4.48M |
| 4 |
Coca-Cola
KO
|
$3.34M |
| 5 |
Hormel Foods
HRL
|
$3.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 24.53% |
| 2 | Healthcare | 20.16% |
| 3 | Industrials | 11.2% |
| 4 | Energy | 10.49% |
| 5 | Financials | 8.9% |
