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
$344M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$676K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$624K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$556K

Top Sells

1
+$1.56M
2
+$1.28M
3
+$998K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$471K

Sector Composition

1 Energy 1.45%
2 Financials 1.29%
3 Technology 1.03%
4 Consumer Discretionary 0.95%
5 Healthcare 0.31%
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