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
$176M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$951K
2 +$785K
3 +$531K
4
AMZN icon
Amazon
AMZN
+$472K
5
AAPL icon
Apple
AAPL
+$263K

Top Sells

1 +$3.8M
2 +$706K
3 +$426K
4
UNH icon
UnitedHealth
UNH
+$405K
5
NGVT icon
Ingevity
NGVT
+$300K

Sector Composition

1 Healthcare 27.74%
2 Consumer Staples 17.86%
3 Technology 16.33%
4 Utilities 13.12%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$25K 0.01%
+400
202
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1,275
203
$24K 0.01%
400
204
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+500
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+1,000
206
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100
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200
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1,100
210
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+90
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100
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341
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3,000
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75
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+155
220
$20K 0.01%
348
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$20K 0.01%
300
222
$19K 0.01%
200
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$19K 0.01%
650
224
$19K 0.01%
559
225
$19K 0.01%
34