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
$322M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$5.91M
3
+$5.05M
4
VTV icon
Vanguard Value ETF
VTV
+$3.47M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93M

Top Sells

1
+$5.9M
2
+$5.45M
3
+$2.89M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.45M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.96M

Sector Composition

1 Energy 1.45%
2 Financials 1.33%
3 Technology 1.18%
4 Consumer Discretionary 0.82%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
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