HF
Halpern Financial Portfolio holdings
AUM
$389M
1-Year Est. Return
28.15%
1 Year Est. Return
+28.15%
AUM
$389M
AUM Growth
+$24.8M
(+6.8%)
Holding
255
Top Buys
| 1 | +$2.15M | |
| 2 | +$1.82M | |
| 3 | +$1.66M | |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.51M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.34M |
Top Sells
| 1 | +$1.79M | |
| 2 | +$1.58M | |
| 3 | +$1.36M | |
| 4 |
Fidelity Value Factor ETF
FVAL
|
+$1.14M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.1M |
Sector Composition
| 1 | Energy | 1.44% |
| 2 | Financials | 1.19% |
| 3 | Consumer Discretionary | 0.87% |
| 4 | Technology | 0.75% |
| 5 | Healthcare | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
KLA
KLAC
$156B
| – | – |
-4
|
|
||
252
Marriott International
MAR
$81.8B
| – | – |
-12
|
|
||
253
McKesson
MCK
$102B
| – | – |
-10
|
|
||
254
Monolithic Power Systems
MPWR
$45.6B
| – | – |
-4
|
|
||
255
Nordson
NDSN
$13.3B
| – | – |
-7
|
|