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
$212M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$897K
3
+$293K
4
TREX icon
Trex
TREX
+$162K
5
KO icon
Coca-Cola
KO
+$128K

Top Sells

1
+$6.34M
2
+$3.43M
3
+$1.52M
4
XOM icon
Exxon Mobil
XOM
+$741K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Sector Composition

1 Energy 2.06%
2 Consumer Staples 1.65%
3 Financials 0.82%
4 Technology 0.73%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
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