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
$271M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.72M
3
+$4.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.23M

Top Sells

1
+$1.97M
2
+$678K
3
+$224K
4
CZR icon
Caesars Entertainment
CZR
+$131K
5
AMGN icon
Amgen
AMGN
+$114K

Sector Composition

1 Energy 1.56%
2 Financials 1.12%
3 Consumer Staples 0.86%
4 Technology 0.82%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42.8K 0.02%
180
102
$40K 0.01%
160
-100
103
$39.9K 0.01%
550
104
$39.6K 0.01%
95
105
$37.8K 0.01%
416
106
$37.2K 0.01%
750
-501
107
$37.1K 0.01%
105
108
$36.7K 0.01%
200
-83
109
$34.6K 0.01%
410
110
$33.8K 0.01%
310
111
$33.7K 0.01%
100
112
$33.6K 0.01%
658
113
$33K 0.01%
1,392
114
$32.1K 0.01%
805
115
$30.6K 0.01%
760
116
$29.1K 0.01%
1,458
117
$28.9K 0.01%
625
118
$28.4K 0.01%
343
119
$27.7K 0.01%
488
+45
120
$27.6K 0.01%
130
121
$26.9K 0.01%
216
122
$26.9K 0.01%
90
123
$26.1K 0.01%
500
124
$25.7K 0.01%
1,400
-600
125
$25.2K 0.01%
165
3 4
5
6 7