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
$171M
AUM Growth
+$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1 +$528K
2 +$315K
3 +$206K
4
PFE icon
Pfizer
PFE
+$153K
5
ARRY icon
Array Technologies
ARRY
+$151K

Top Sells

1 +$1.35M
2 +$651K
3 +$275K
4
PG icon
Procter & Gamble
PG
+$166K
5
F icon
Ford
F
+$164K

Sector Composition

1 Healthcare 30.29%
2 Consumer Staples 18.72%
3 Utilities 14.89%
4 Technology 13.78%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$24.6K 0.01%
1,020
202
$24.6K 0.01%
+250
203
$24.4K 0.01%
900
-400
204
$24.3K 0.01%
206
205
$24.3K 0.01%
155
206
$23.7K 0.01%
800
207
$23.7K 0.01%
450
208
$23.5K 0.01%
3,000
209
$23.4K 0.01%
+1,600
210
$23.1K 0.01%
75
211
$22.8K 0.01%
500
212
$22.4K 0.01%
300
213
$21.8K 0.01%
267
214
$21.4K 0.01%
190
215
$21.2K 0.01%
950
216
$21.2K 0.01%
201
217
$20.9K 0.01%
300
218
$20.4K 0.01%
3,500
219
$19.5K 0.01%
500
220
$19.4K 0.01%
400
221
$19.4K 0.01%
500
222
$19K 0.01%
200
223
$18.9K 0.01%
166
224
$18.8K 0.01%
300
225
$18K 0.01%
1,000