HF

Halpern Financial Portfolio holdings

AUM $389M
1-Year Est. Return 28.15%
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
+$3.26M
2
+$3.08M
3
+$2.45M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$9.28M
2
+$602K
3
+$332K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$205K
5
CRWD icon
CrowdStrike
CRWD
+$197K

Sector Composition

1 Energy 2.03%
2 Financials 1.48%
3 Consumer Staples 1.22%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.36K ﹤0.01%
315
227
$3.22K ﹤0.01%
600
228
$3.16K ﹤0.01%
66
229
$2.76K ﹤0.01%
48
230
$2.69K ﹤0.01%
19
231
$2.46K ﹤0.01%
+25
232
$2.33K ﹤0.01%
9
233
$2.07K ﹤0.01%
41
234
$2.01K ﹤0.01%
250
235
$2K ﹤0.01%
19
236
$1.97K ﹤0.01%
29
237
$1.94K ﹤0.01%
+40
238
$1.68K ﹤0.01%
10
239
$1.57K ﹤0.01%
6
240
$1.56K ﹤0.01%
7
241
$1.53K ﹤0.01%
+26
242
$1.49K ﹤0.01%
10
243
$956 ﹤0.01%
+24
244
$913 ﹤0.01%
17
245
$785 ﹤0.01%
500
246
$701 ﹤0.01%
40
247
$607 ﹤0.01%
25
248
$531 ﹤0.01%
1
249
$439 ﹤0.01%
20
250
$295 ﹤0.01%
4
8 9
10
11 12