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
76
$22.9K 0.01%
162
77
$22.7K 0.01%
100
78
$22.3K 0.01%
1,125
79
$20.5K 0.01%
500
80
$20.3K 0.01%
348
81
$20.1K 0.01%
164
82
$20K 0.01%
+400
83
$19.8K 0.01%
181
84
$19.5K 0.01%
+400
85
$19.4K 0.01%
133
86
$19.4K 0.01%
+589
87
$19.2K 0.01%
883
-73
88
$19K 0.01%
101
-10
89
$18.8K 0.01%
238
90
$17.2K 0.01%
95
-3
91
$16.4K 0.01%
2,200
92
$15.8K 0.01%
180
+100
93
$15.6K 0.01%
229
94
$15.6K 0.01%
706
95
$15.4K 0.01%
+360
96
$15K 0.01%
192
97
$14.7K 0.01%
296
98
$14.5K 0.01%
904
99
$14.3K 0.01%
54
100
$14.3K 0.01%
389
-21
2 3
4
5 6