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
$159M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.17M
3
+$795K
4
BABA icon
Alibaba
BABA
+$552K
5
AEP icon
American Electric Power
AEP
+$480K

Top Sells

1
+$3.19M
2
+$1.06M
3
+$283K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$258K
5
ANIP icon
ANI Pharmaceuticals
ANIP
+$251K

Sector Composition

1 Healthcare 23.74%
2 Consumer Staples 19.41%
3 Industrials 13.15%
4 Utilities 13.05%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.01%
300
202
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300
+100
203
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300
204
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400
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200
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2,881
207
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200
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320
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$22K 0.01%
375
210
$21K 0.01%
500
211
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200
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$21K 0.01%
341
214
$20K 0.01%
+100
215
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795
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1,000
217
$20K 0.01%
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218
$20K 0.01%
235
219
$19K 0.01%
147
+100
220
$19K 0.01%
390
221
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300
222
$19K 0.01%
+200
223
$19K 0.01%
360
224
$19K 0.01%
975
225
$19K 0.01%
90
7 8
9
10 11