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
76
$42.6K 0.02%
180
77
$41.6K 0.02%
+1,067
78
$41.5K 0.02%
+1,626
79
$38.1K 0.02%
253
+203
80
$37.9K 0.02%
351
+175
81
$37.1K 0.02%
416
82
$35.9K 0.02%
+149
83
$35.6K 0.02%
301
+130
84
$34.9K 0.02%
410
85
$34.1K 0.02%
150
86
$31.9K 0.01%
100
87
$31.9K 0.01%
114
+81
88
$31.7K 0.01%
805
89
$30.8K 0.01%
585
90
$30.3K 0.01%
343
91
$30.3K 0.01%
658
-312
92
$30.1K 0.01%
400
93
$29.5K 0.01%
+90
94
$29.4K 0.01%
+299
95
$29.4K 0.01%
82
-59
96
$28.9K 0.01%
262
-921
97
$28.5K 0.01%
73
98
$28.4K 0.01%
130
99
$28.3K 0.01%
760
100
$28.3K 0.01%
+256
2 3
4
5 6