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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.2K ﹤0.01%
106
227
$4.15K ﹤0.01%
+6
228
$3.88K ﹤0.01%
400
229
$3.63K ﹤0.01%
500
230
$3.6K ﹤0.01%
+134
231
$3.27K ﹤0.01%
+19
232
$3.17K ﹤0.01%
+49
233
$3.08K ﹤0.01%
+14
234
$2.36K ﹤0.01%
9
235
$2.09K ﹤0.01%
24
236
$1.69K ﹤0.01%
73
237
$1.6K ﹤0.01%
26
238
$1.54K ﹤0.01%
200
239
$1.54K ﹤0.01%
65
240
$1.33K ﹤0.01%
250
241
$1.28K ﹤0.01%
10
242
$666 ﹤0.01%
100
243
$500 ﹤0.01%
20
244
$487 ﹤0.01%
6
245
$268 ﹤0.01%
40
246
$226 ﹤0.01%
17
247
$225 ﹤0.01%
34
248
$116 ﹤0.01%
30
249
$115 ﹤0.01%
1
250
$47 ﹤0.01%
4
7 8 9
10
11