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
$192M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$827K
3
+$633K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$87.4K

Top Sells

1
+$614K
2
+$459K
3
+$263K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$193K

Sector Composition

1 Energy 1.89%
2 Financials 0.87%
3 Technology 0.8%
4 Consumer Discretionary 0.5%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57.1K 0.03%
1,040
52
$56.2K 0.03%
210
53
$50.8K 0.03%
383
-65
54
$50.4K 0.03%
161
55
$46.3K 0.02%
294
56
$45.6K 0.02%
204
57
$43.9K 0.02%
915
58
$42.6K 0.02%
360
-150
59
$40K 0.02%
164
60
$39.5K 0.02%
4,495
+376
61
$37.2K 0.02%
180
62
$36.8K 0.02%
1,223
63
$35.7K 0.02%
101
-85
64
$33.9K 0.02%
100
65
$33.4K 0.02%
15
66
$31.1K 0.02%
+658
67
$30.3K 0.02%
200
68
$29.6K 0.02%
410
69
$29.4K 0.02%
400
70
$27.8K 0.01%
130
71
$27.7K 0.01%
79
72
$25.5K 0.01%
760
73
$25.3K 0.01%
130
74
$25K 0.01%
322
75
$24.4K 0.01%
1,458
1 2
3
4 5