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
$344M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$676K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$624K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$556K

Top Sells

1
+$1.56M
2
+$1.28M
3
+$998K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$471K

Sector Composition

1 Energy 1.45%
2 Financials 1.29%
3 Technology 1.03%
4 Consumer Discretionary 0.95%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$81.7K 0.02%
810
77
$78.8K 0.02%
1,040
78
$78.5K 0.02%
158
+100
79
$77.8K 0.02%
1,300
80
$75.1K 0.02%
350
81
$69.8K 0.02%
2,793
82
$69K 0.02%
945
-4,980
83
$69K 0.02%
150
-35
84
$66.5K 0.02%
512
-76
85
$64.6K 0.02%
355
-30
86
$61.2K 0.02%
221
87
$59.4K 0.02%
988
88
$55.8K 0.02%
5,300
+830
89
$52.9K 0.02%
219
90
$49.7K 0.01%
1,180
91
$48.1K 0.01%
195
92
$48K 0.01%
2,726
93
$46.7K 0.01%
800
94
$45.6K 0.01%
3,509
95
$45.3K 0.01%
330
96
$45K 0.01%
665
97
$44K 0.01%
75
98
$43.3K 0.01%
329
99
$43.1K 0.01%
2,100
-240
100
$42.5K 0.01%
118
2 3
4
5 6