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

Top Buys

1
+$3.26M
2
+$3.08M
3
+$2.45M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$9.28M
2
+$602K
3
+$332K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$205K
5
CRWD icon
CrowdStrike
CRWD
+$197K

Sector Composition

1 Energy 2.03%
2 Financials 1.48%
3 Consumer Staples 1.22%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46.1K 0.02%
115
-101
77
$42.6K 0.02%
180
78
$41.6K 0.02%
+1,067
79
$41.5K 0.02%
+1,626
80
$38.1K 0.02%
253
+203
81
$37.9K 0.02%
351
+175
82
$37.1K 0.02%
416
83
$35.9K 0.02%
+149
84
$35.6K 0.02%
301
+130
85
$34.9K 0.02%
410
86
$34.1K 0.02%
150
87
$31.9K 0.01%
100
88
$31.9K 0.01%
114
+81
89
$31.7K 0.01%
805
90
$30.8K 0.01%
576
91
$30.3K 0.01%
343
92
$30.3K 0.01%
658
-312
93
$30.1K 0.01%
400
94
$29.5K 0.01%
+90
95
$29.4K 0.01%
+299
96
$29.4K 0.01%
82
-59
97
$28.9K 0.01%
262
-921
98
$28.5K 0.01%
73
99
$28.4K 0.01%
130
100
$28.3K 0.01%
760
2 3
4
5 6