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
$180M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$1.67M
2 +$1.38M
3 +$1.23M
4
PLTR icon
Palantir
PLTR
+$1.14M
5
BP icon
BP
BP
+$1M

Top Sells

1 +$433K
2 +$389K
3 +$285K
4
JNJ icon
Johnson & Johnson
JNJ
+$264K
5
CLS icon
Celestica
CLS
+$231K

Sector Composition

1 Healthcare 26.79%
2 Technology 22.33%
3 Consumer Staples 15.17%
4 Utilities 9.18%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$31.9K 0.02%
452
202
$31.5K 0.02%
558
203
$31.3K 0.02%
495
204
$31.1K 0.02%
800
205
$31K 0.02%
1,400
206
$30.7K 0.02%
505
+105
207
$30.3K 0.02%
+330
208
$29.9K 0.02%
250
209
$29.7K 0.02%
200
-1,000
210
$29.3K 0.02%
315
211
$29.2K 0.02%
220
212
$28.9K 0.02%
530
213
$28.9K 0.02%
499
214
$28.8K 0.02%
500
215
$28.6K 0.02%
263
216
$28.1K 0.02%
770
+220
217
$28K 0.02%
2,000
218
$27.4K 0.02%
57
219
$26.4K 0.01%
450
220
$25K 0.01%
+200
221
$24.1K 0.01%
400
222
$24K 0.01%
950
223
$23.9K 0.01%
254
224
$23.6K 0.01%
500
225
$23.4K 0.01%
350
+200