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
$253M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.83M
3
+$1.82M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.56M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.5M

Top Sells

1
+$2.78M
2
+$773K
3
+$529K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$441K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$288K

Sector Composition

1 Energy 1.62%
2 Technology 1.37%
3 Financials 1.29%
4 Consumer Staples 0.52%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55.4K 0.02%
209
-100
77
$52.9K 0.02%
1,500
78
$52.7K 0.02%
1,200
79
$50.5K 0.02%
100
-22
80
$48.8K 0.02%
286
+156
81
$48.2K 0.02%
175
82
$47.6K 0.02%
1,180
-242
83
$44.4K 0.02%
236
+56
84
$43.8K 0.02%
1,017
-200
85
$41.8K 0.02%
2,964
86
$40.9K 0.02%
665
+177
87
$38.8K 0.02%
681
88
$37.4K 0.01%
550
89
$33.6K 0.01%
250
-30
90
$32.4K 0.01%
750
91
$31.6K 0.01%
160
92
$31K 0.01%
200
93
$30.9K 0.01%
416
94
$30.5K 0.01%
500
95
$29.4K 0.01%
410
96
$28.7K 0.01%
648
+300
97
$28.3K 0.01%
197
+40
98
$27.2K 0.01%
658
99
$26.6K 0.01%
550
-213
100
$25.7K 0.01%
100
2 3
4
5 6