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
$172M
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$501K
3 +$321K
4
SYY icon
Sysco
SYY
+$226K
5
TSLA icon
Tesla
TSLA
+$222K

Top Sells

1 +$583K
2 +$369K
3 +$285K
4
CCRN icon
Cross Country Healthcare
CCRN
+$179K
5
ARRY icon
Array Technologies
ARRY
+$151K

Sector Composition

1 Healthcare 28.18%
2 Consumer Staples 18.47%
3 Technology 16.82%
4 Utilities 13.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$25.2K 0.01%
1,000
202
$24.8K 0.01%
530
203
$24.6K 0.01%
300
204
$24.6K 0.01%
400
205
$24.3K 0.01%
450
206
$24.1K 0.01%
500
207
$23.9K 0.01%
950
208
$23.7K 0.01%
190
209
$23.4K 0.01%
155
210
$22.7K 0.01%
500
211
$22.6K 0.01%
1,300
212
$22.4K 0.01%
300
213
$22.3K 0.01%
2,000
214
$21.6K 0.01%
525
215
$21.5K 0.01%
75
216
$21.5K 0.01%
9,597
-20
217
$20.9K 0.01%
330
-87
218
$20.6K 0.01%
166
219
$20.5K 0.01%
3,500
220
$20.2K 0.01%
100
221
$20K 0.01%
400
222
$19K 0.01%
200
223
$18.8K 0.01%
500
224
$17.4K 0.01%
1,730
225
$16.6K 0.01%
50