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
$216M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.08M
3
+$2.45M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$9.28M
2
+$602K
3
+$332K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$205K
5
CRWD icon
CrowdStrike
CRWD
+$197K

Sector Composition

1 Energy 2.03%
2 Financials 1.48%
3 Consumer Staples 1.22%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.3K 0.01%
+256
102
$27.1K 0.01%
216
+121
103
$26.7K 0.01%
200
104
$25.9K 0.01%
95
-25
105
$24.1K 0.01%
1,180
+297
106
$23.5K 0.01%
366
-148
107
$22.8K 0.01%
500
-292
108
$21.7K 0.01%
+449
109
$21.2K 0.01%
348
110
$21.1K 0.01%
+291
111
$20.9K 0.01%
+220
112
$20.3K 0.01%
1,458
113
$20.2K 0.01%
192
114
$20.1K 0.01%
+350
115
$19.8K 0.01%
1,398
116
$19.6K 0.01%
116
117
$19.5K 0.01%
+200
118
$19.5K 0.01%
+99
119
$19.4K 0.01%
229
120
$19.4K 0.01%
457
+30
121
$19.1K 0.01%
296
122
$18.7K 0.01%
+42
123
$18.6K 0.01%
+90
124
$18.1K 0.01%
10
125
$18K 0.01%
610
3 4
5
6 7