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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$183K 0.06%
11,500
52
$161K 0.06%
2,130
53
$150K 0.05%
2,895
-141
54
$149K 0.05%
371
+21
55
$148K 0.05%
730
56
$146K 0.05%
1,769
57
$140K 0.05%
1,500
58
$129K 0.04%
790
59
$122K 0.04%
945
60
$114K 0.04%
940
-220
61
$104K 0.04%
1,275
62
$95.3K 0.03%
207
63
$90.3K 0.03%
1,500
-36
64
$90.3K 0.03%
400
65
$88.1K 0.03%
1,215
+50
66
$87.7K 0.03%
990
+580
67
$82.9K 0.03%
1,920
68
$81.1K 0.03%
350
69
$81K 0.03%
3,559
70
$72.4K 0.02%
446
71
$72.1K 0.02%
1,100
72
$69.3K 0.02%
1,040
73
$64.9K 0.02%
800
74
$61K 0.02%
127
+27
75
$59.5K 0.02%
500
1 2
3
4 5