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
$290M
AUM Growth
-$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$2.76M
3
+$1.87M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.17M

Top Sells

1
+$4.89M
2
+$1.07M
3
+$539K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$436K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$371K

Sector Composition

1 Energy 1.71%
2 Technology 1.3%
3 Financials 1.13%
4 Consumer Discretionary 0.81%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
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