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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
176
$65K 0.03%
100
-513
177
$64.2K 0.03%
862
178
$62.5K 0.03%
850
179
$61.5K 0.03%
950
180
$61.1K 0.03%
300
181
$59.7K 0.03%
181
182
$58.7K 0.03%
200
-7
183
$56.2K 0.03%
100
184
$55.8K 0.03%
1,030
+233
185
$55.2K 0.03%
284
186
$54K 0.03%
200
187
$53.6K 0.03%
750
188
$53.1K 0.03%
400
189
$52.7K 0.03%
1,075
190
$52.5K 0.03%
1,252
+600
191
$51.9K 0.02%
500
192
$50.4K 0.02%
452
193
$50.1K 0.02%
600
+50
194
$49K 0.02%
4,891
195
$48.4K 0.02%
1,100
196
$46.1K 0.02%
700
197
$46K 0.02%
950
198
$45.6K 0.02%
2,756
199
$44.5K 0.02%
862
-87
200
$44.4K 0.02%
220
6 7
8
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