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
$192M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$827K
3
+$633K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$87.4K

Top Sells

1
+$614K
2
+$459K
3
+$263K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$193K

Sector Composition

1 Energy 1.89%
2 Financials 0.87%
3 Technology 0.8%
4 Consumer Discretionary 0.5%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
186
102
$13.8K 0.01%
200
+42
103
$13.6K 0.01%
83
104
$13.3K 0.01%
228
105
$12.9K 0.01%
239
106
$12.9K 0.01%
56
-45
107
$12.8K 0.01%
108
108
$12.8K 0.01%
185
109
$12.7K 0.01%
59
110
$12.3K 0.01%
262
111
$12.1K 0.01%
26
112
$12K 0.01%
59
113
$11.8K 0.01%
336
-13
114
$11.7K 0.01%
100
115
$11.7K 0.01%
500
116
$11.5K 0.01%
28
117
$11.3K 0.01%
123
118
$11.1K 0.01%
95
119
$10.6K 0.01%
+610
120
$10.2K 0.01%
120
121
$10.2K 0.01%
302
122
$10.1K 0.01%
560
123
$9.73K 0.01%
50
-50
124
$9.34K ﹤0.01%
59
125
$9.28K ﹤0.01%
155
-155
3 4
5
6 7