MARK SHEPTOFF Overview

Mark Sheptoff Financial Planning Llc is an investment advisor that manages 233.3 MM dollars in regulatory AUM and has 3 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 134MM in positions, representing 58% of the manager's regulatory AUM.

MARK SHEPTOFF StockAlpha

-1.7%
Top 25%
2.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

MARK SHEPTOFF Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SJM 5.31% Cons. Staples -4.54% -0.08% 0 13%
JNJ 4.86% Health -5.3% -0.04% 0 34%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

MARK SHEPTOFF Founders and Key Employees

Name Title In Position Since
Mark A. Sheptoff Managing Member, Chief Compliance Officer August-1997

MARK SHEPTOFF Brokers, Custodians, Auditors and Administrators

Type Company

MARK SHEPTOFF Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

METHODS OF ANALYSIS

We use the following methods of analysis in formulating our investment advice and/or managing client assets:
9



Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt ...
Unlock Full Investment Process Description

MARK SHEPTOFF Portfolio Concentration

MARK SHEPTOFF Location

703 HEBRON AVE 3RD FLOOR
GLASTONBURY, Connecticut
UNITED STATES, 06033

MARK SHEPTOFF Contact Information

Phone Number: 860-734-1090
Fax Number: 860-734-1095
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A