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
176
$49.8K 0.03%
250
177
$48.4K 0.03%
132
178
$47.2K 0.03%
279
179
$46.2K 0.03%
1,100
180
$45.9K 0.03%
480
181
$44.7K 0.02%
1,300
182
$43.6K 0.02%
75
183
$42.6K 0.02%
300
184
$41.9K 0.02%
1,400
185
$40.3K 0.02%
150
186
$40.2K 0.02%
313
+300
187
$38.7K 0.02%
450
188
$38.3K 0.02%
499
189
$37.7K 0.02%
400
190
$36.8K 0.02%
300
191
$36.7K 0.02%
525
192
$36K 0.02%
700
193
$35.4K 0.02%
+500
194
$35K 0.02%
300
195
$34.9K 0.02%
+169
196
$34.4K 0.02%
600
197
$33.9K 0.02%
2,841
+1
198
$33.8K 0.02%
370
199
$32.7K 0.02%
862
-200
200
$32.3K 0.02%
1,275
6 7
8
9 10