HF
Halpern Financial Portfolio holdings
AUM
$389M
1-Year Est. Return
28.15%
1 Year Est. Return
+28.15%
AUM
$322M
AUM Growth
+$32.3M
(+11%)
Holding
278
Top Buys
| 1 | +$10.2M | |
| 2 | +$6.03M | |
| 3 | +$5.41M | |
| 4 |
Vanguard Value ETF
VTV
|
+$3.68M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.03M |
Top Sells
| 1 | +$6.18M | |
| 2 | +$5.59M | |
| 3 | +$3.14M | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$2.65M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.06M |
Sector Composition
| 1 | Energy | 1.45% |
| 2 | Financials | 1.33% |
| 3 | Technology | 1.18% |
| 4 | Consumer Discretionary | 0.82% |
| 5 | Healthcare | 0.33% |