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
$278M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.22M
3
+$916K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$831K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$649K

Top Sells

1
+$5.51M
2
+$1.97M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$851K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$443K

Sector Composition

1 Energy 1.66%
2 Technology 1.23%
3 Financials 1.09%
4 Consumer Staples 0.43%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$53.5K 0.02%
1,100
-100
77
$52.7K 0.02%
1,180
78
$49.2K 0.02%
1,442
-90
79
$48.4K 0.02%
4,470
+870
80
$47.3K 0.02%
100
81
$46.5K 0.02%
500
82
$42.5K 0.02%
75
83
$41.5K 0.01%
665
84
$40.6K 0.01%
600
85
$39.8K 0.01%
250
86
$39K 0.01%
1,500
87
$38.3K 0.01%
550
88
$38K 0.01%
180
-56
89
$37.7K 0.01%
2,340
-360
90
$35.2K 0.01%
416
91
$35.2K 0.01%
541
92
$34.6K 0.01%
648
93
$34.3K 0.01%
410
94
$34K 0.01%
350
-380
95
$31.5K 0.01%
140
-20
96
$29.5K 0.01%
600
-150
97
$28.7K 0.01%
658
98
$28.2K 0.01%
805
99
$28.1K 0.01%
625
100
$27.5K 0.01%
300
2 3
4
5 6