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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
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