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
$216M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.18M
3
+$2.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M

Top Sells

1
+$9.58M
2
+$621K
3
+$343K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212K
5
CRWD icon
CrowdStrike
CRWD
+$206K

Sector Composition

1 Energy 2.02%
2 Consumer Staples 1.22%
3 Financials 1.06%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$99.7K 0.05%
+8,050
52
$99.6K 0.05%
491
+452
53
$96K 0.04%
1,829
-612
54
$91.6K 0.04%
2,000
55
$90.9K 0.04%
1,165
56
$86.8K 0.04%
1,445
-632
57
$80.8K 0.04%
655
+395
58
$77.4K 0.04%
576
59
$71.9K 0.03%
1,548
+483
60
$70.9K 0.03%
+2,741
61
$68.5K 0.03%
446
62
$67K 0.03%
1,040
63
$66.7K 0.03%
1,344
+6
64
$66.2K 0.03%
587
65
$64.8K 0.03%
262
66
$62K 0.03%
1,140
-200
67
$58.6K 0.03%
+3,028
68
$57.9K 0.03%
2,280
69
$56.6K 0.03%
+164
70
$51.4K 0.02%
+2,964
71
$48.2K 0.02%
329
+196
72
$47.9K 0.02%
1,916
+1,724
73
$47.4K 0.02%
672
74
$47.2K 0.02%
625
75
$46.1K 0.02%
115
-101
1 2
3
4 5