HF

Halpern Financial Portfolio holdings

AUM $389M
1-Year Est. Return 28.15%
This Fund
S&P 500
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
+$3.34M
2
+$3.18M
3
+$2.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M

Top Sells

1
+$9.58M
2
+$621K
3
+$343K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212K
5
CRWD icon
CrowdStrike
CRWD
+$206K

Sector Composition

1 Energy 2.02%
2 Consumer Staples 1.22%
3 Financials 1.06%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.1K 0.01%
216
+121
102
$26.7K 0.01%
200
103
$25.9K 0.01%
95
-25
104
$24.1K 0.01%
1,180
+297
105
$23.5K 0.01%
366
-148
106
$22.8K 0.01%
500
-292
107
$21.7K 0.01%
+449
108
$21.2K 0.01%
348
109
$21.1K 0.01%
+291
110
$20.9K 0.01%
+220
111
$20.3K 0.01%
1,458
112
$20.2K 0.01%
192
113
$20.1K 0.01%
+350
114
$19.8K 0.01%
1,398
115
$19.6K 0.01%
116
116
$19.5K 0.01%
+200
117
$19.5K 0.01%
+99
118
$19.4K 0.01%
229
119
$19.4K 0.01%
457
+30
120
$19.1K 0.01%
296
121
$18.7K 0.01%
+42
122
$18.6K 0.01%
+90
123
$18.1K 0.01%
10
124
$18K 0.01%
610
125
$17.8K 0.01%
300
-321
3 4
5
6 7