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
$253M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$2.02M
3
+$2.01M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.64M

Top Sells

1
+$3.11M
2
+$863K
3
+$529K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$494K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$288K

Sector Composition

1 Energy 1.62%
2 Technology 1.37%
3 Financials 1.29%
4 Consumer Staples 0.52%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
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