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MSFP

Mark Sheptoff Financial Planning Portfolio holdings

AUM $189M
1-Year Est. Return 28.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$656K
3
+$600K
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$523K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$511K

Top Sells

1
+$1.06M
2
+$572K
3
+$525K
4
ZS icon
Zscaler
ZS
+$498K
5
MDLZ icon
Mondelez International
MDLZ
+$497K

Sector Composition

1 Technology 31.29%
2 Healthcare 18.59%
3 Industrials 9.85%
4 Utilities 8.81%
5 Consumer Staples 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$42.9K 0.02%
1,400
202
$42.7K 0.02%
800
203
$41.7K 0.02%
90
204
$41.2K 0.02%
1,200
205
$40.6K 0.02%
800
+195
206
$39.8K 0.02%
300
-50
207
$39.6K 0.02%
607
208
$39.5K 0.02%
539
209
$39.3K 0.02%
1,107
210
$39.1K 0.02%
150
211
$38.1K 0.02%
108
212
$38K 0.02%
300
213
$37.8K 0.02%
341
214
$37.3K 0.02%
480
215
$37.3K 0.02%
400
216
$37.1K 0.02%
1,275
217
$36.2K 0.02%
138
218
$35.4K 0.02%
240
219
$35.2K 0.02%
770
220
$35K 0.02%
375
+1
221
$34.9K 0.02%
57
222
$34.6K 0.02%
169
223
$33.9K 0.02%
280
224
$33.8K 0.02%
750
-250
225
$33.6K 0.02%
500
7 8
9
10 11