HF

Halpern Financial Portfolio holdings

AUM $389M
1-Year Est. Return 28.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.18M
3
+$2.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M

Top Sells

1
+$9.58M
2
+$621K
3
+$343K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212K
5
CRWD icon
CrowdStrike
CRWD
+$206K

Sector Composition

1 Energy 2.02%
2 Consumer Staples 1.22%
3 Financials 1.06%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.16K ﹤0.01%
66
227
$2.76K ﹤0.01%
48
228
$2.69K ﹤0.01%
19
229
$2.46K ﹤0.01%
+25
230
$2.33K ﹤0.01%
9
231
$2.07K ﹤0.01%
41
232
$2.01K ﹤0.01%
250
233
$2K ﹤0.01%
19
234
$1.97K ﹤0.01%
29
235
$1.94K ﹤0.01%
+40
236
$1.68K ﹤0.01%
10
237
$1.57K ﹤0.01%
6
238
$1.56K ﹤0.01%
7
239
$1.53K ﹤0.01%
+26
240
$1.49K ﹤0.01%
10
241
$956 ﹤0.01%
+24
242
$913 ﹤0.01%
17
243
$785 ﹤0.01%
500
244
$701 ﹤0.01%
40
245
$607 ﹤0.01%
25
246
$531 ﹤0.01%
1
247
$439 ﹤0.01%
20
248
$295 ﹤0.01%
4
249
$202 ﹤0.01%
10
250
$185 ﹤0.01%
3
8 9
10
11 12