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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59.2K 0.02%
4,723
77
$57.7K 0.02%
806
+18
78
$53.5K 0.02%
1,180
79
$52.9K 0.02%
+2,250
80
$45.9K 0.02%
2,876
-208
81
$43.8K 0.02%
1,442
82
$42.9K 0.01%
+221
83
$41.6K 0.01%
+425
84
$40.8K 0.01%
2,340
85
$40.5K 0.01%
600
86
$39.6K 0.01%
180
87
$39.1K 0.01%
665
88
$38.6K 0.01%
550
89
$38.2K 0.01%
4,470
90
$37.7K 0.01%
122
+32
91
$35.8K 0.01%
+3,082
92
$35.3K 0.01%
648
93
$34.8K 0.01%
541
94
$34.2K 0.01%
350
95
$34.1K 0.01%
140
96
$34K 0.01%
1,500
97
$32.9K 0.01%
75
98
$31.4K 0.01%
600
99
$31.2K 0.01%
805
100
$28.8K 0.01%
+95
2 3
4
5 6