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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.38M
3
+$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1
+$433K
2
+$389K
3
+$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$68.6K 0.04%
1,300
152
$68.6K 0.04%
300
153
$68.6K 0.04%
504
154
$68.2K 0.04%
344
+6
155
$67.7K 0.04%
800
156
$66.7K 0.04%
900
157
$64.4K 0.04%
201
158
$62.8K 0.03%
500
159
$62.3K 0.03%
475
160
$61.3K 0.03%
2,756
161
$60.5K 0.03%
416
+4
162
$58.7K 0.03%
500
163
$56K 0.03%
850
164
$55.2K 0.03%
400
165
$54.6K 0.03%
138
166
$54.3K 0.03%
5,991
167
$53.9K 0.03%
273
168
$53.6K 0.03%
1,200
169
$53.6K 0.03%
457
+125
170
$53.4K 0.03%
650
171
$53.3K 0.03%
+2,069
172
$53K 0.03%
105
173
$50.6K 0.03%
1,008
+3
174
$50.3K 0.03%
750
175
$49.9K 0.03%
200
5 6
7
8 9