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MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $189M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
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
151
$87.7K 0.04%
501
152
$87.1K 0.04%
2,773
153
$87K 0.04%
1,500
154
$86.9K 0.04%
121
+107
155
$86.9K 0.04%
476
156
$85.1K 0.04%
1,100
157
$84.2K 0.04%
426
158
$83.9K 0.04%
1,019
159
$83.7K 0.04%
600
160
$82.5K 0.04%
3,400
161
$80K 0.04%
324
+107
162
$79.5K 0.04%
+475
163
$78.7K 0.04%
2,266
+178
164
$77.1K 0.04%
342
-882
165
$76.3K 0.04%
300
166
$75.9K 0.04%
1,035
+901
167
$75.3K 0.04%
457
168
$73.7K 0.04%
1,677
-55
169
$72.8K 0.03%
339
170
$72.5K 0.03%
152
171
$69K 0.03%
680
172
$69K 0.03%
300
173
$66.5K 0.03%
475
174
$66.2K 0.03%
724
-109
175
$65.6K 0.03%
560
5 6
7
8 9