HF
Halpern Financial Portfolio holdings
AUM
$389M
1-Year Return
28.15%
This Quarter Return
-5.92%
1 Year Return
+28.15%
3 Year Return
+26.33%
5 Year Return
+76.02%
10 Year Return
–
AUM
$253M
AUM Growth
-$3.78M
(-1.5%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
4.69%
Top 10 Holdings %
Top 10 Hldgs %
72.43%
Holding
340
New
19
Increased
36
Reduced
46
Closed
123
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$6.99M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.83M |
| 3 |
CrowdStrike
CRWD
|
$1.82M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.56M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.5M |
Top Sells
Sector Composition
| 1 | Energy | 1.62% |
| 2 | Technology | 1.37% |
| 3 | Financials | 1.29% |
| 4 | Consumer Staples | 0.52% |
| 5 | Consumer Discretionary | 0.27% |
