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
$212M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$897K
3
+$293K
4
TREX icon
Trex
TREX
+$162K
5
KO icon
Coca-Cola
KO
+$128K

Top Sells

1
+$6.34M
2
+$3.43M
3
+$1.52M
4
XOM icon
Exxon Mobil
XOM
+$741K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Sector Composition

1 Energy 2.06%
2 Consumer Staples 1.65%
3 Financials 0.82%
4 Technology 0.73%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$98.5K 0.05%
719
52
$95.6K 0.05%
1,825
53
$91.9K 0.04%
1,165
54
$88.3K 0.04%
2,000
55
$86.1K 0.04%
216
+55
56
$81.2K 0.04%
602
57
$71K 0.03%
1,340
+60
58
$70K 0.03%
2,280
+1,057
59
$69K 0.03%
446
+284
60
$68.3K 0.03%
1,040
61
$66.7K 0.03%
1,338
62
$64.7K 0.03%
262
+58
63
$63.1K 0.03%
383
64
$56.2K 0.03%
625
65
$55.8K 0.03%
+1,764
66
$50.1K 0.02%
1,065
+951
67
$49.9K 0.02%
141
68
$46.9K 0.02%
+672
69
$44.3K 0.02%
970
+312
70
$42.7K 0.02%
180
71
$41.5K 0.02%
621
+400
72
$39.4K 0.02%
100
73
$38K 0.02%
+150
74
$37.9K 0.02%
416
+94
75
$37.8K 0.02%
792
-100
1 2
3
4 5