MSFP
Mark Sheptoff Financial Planning Portfolio holdings
AUM
$188M
1-Year Return
35.7%
This Quarter Return
+1.68%
1 Year Return
+35.7%
3 Year Return
+74.7%
5 Year Return
+149.44%
10 Year Return
+379.71%
AUM
$135M
AUM Growth
+$246K
(+0.18%)
Cap. Flow
+$587K
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
35.96%
Holding
390
New
31
Increased
52
Reduced
56
Closed
24
Top Buys
| 1 |
Direxion Daily Financial Bull 3x Shares
FAS
|
$995K |
| 2 |
HF Sinclair
DINO
|
$780K |
| 3 |
Aecom
ACM
|
$623K |
| 4 |
Applied Materials
AMAT
|
$601K |
| 5 |
Caterpillar
CAT
|
$501K |
Top Sells
| 1 |
Oracle
ORCL
|
$1.12M |
| 2 |
CERN
Cerner Corp
CERN
|
$803K |
| 3 |
DaVita
DVA
|
$742K |
| 4 |
Eli Lilly
LLY
|
$397K |
| 5 |
WEC Energy
WEC
|
$393K |
Sector Composition
| 1 | Healthcare | 26.54% |
| 2 | Consumer Staples | 26.2% |
| 3 | Industrials | 10.72% |
| 4 | Communication Services | 6.84% |
| 5 | Financials | 6.3% |
