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
$171M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$528K
2
+$315K
3
+$206K
4
PFE icon
Pfizer
PFE
+$153K
5
ARRY icon
Array Technologies
ARRY
+$151K

Top Sells

1
+$1.35M
2
+$651K
3
+$275K
4
PG icon
Procter & Gamble
PG
+$166K
5
F icon
Ford
F
+$164K

Sector Composition

1 Healthcare 30.29%
2 Consumer Staples 18.72%
3 Utilities 14.89%
4 Technology 13.78%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49.7K 0.03%
500
152
$47.8K 0.03%
200
-31
153
$47.5K 0.03%
+1,300
154
$47.1K 0.03%
4,191
155
$46.5K 0.03%
386
+25
156
$45.7K 0.03%
800
-136
157
$44.8K 0.03%
990
158
$44.7K 0.03%
1,300
159
$43.8K 0.03%
320
+4
160
$43.1K 0.03%
1,300
161
$42.7K 0.03%
750
162
$41.3K 0.02%
75
-20
163
$40.9K 0.02%
500
164
$37.8K 0.02%
584
165
$37.5K 0.02%
504
166
$35.8K 0.02%
480
167
$35.3K 0.02%
105
168
$34.7K 0.02%
300
169
$34.5K 0.02%
510
170
$34.3K 0.02%
499
-21
171
$34.1K 0.02%
500
172
$34K 0.02%
400
173
$33.7K 0.02%
1,000
174
$33.5K 0.02%
517
175
$33.3K 0.02%
+974
5 6
7
8 9