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
$253M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.83M
3
+$1.82M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.56M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.5M

Top Sells

1
+$2.78M
2
+$773K
3
+$529K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$441K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$288K

Sector Composition

1 Energy 1.62%
2 Technology 1.37%
3 Financials 1.29%
4 Consumer Staples 0.52%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.9K 0.01%
1,320
-72
102
$24.8K 0.01%
90
103
$24.5K 0.01%
300
104
$24.5K 0.01%
258
-235
105
$24.2K 0.01%
805
106
$23.8K 0.01%
3,600
107
$23.5K 0.01%
+230
108
$23.3K 0.01%
100
-36
109
$22.9K 0.01%
343
110
$22.5K 0.01%
200
111
$22.4K 0.01%
625
112
$22.2K 0.01%
240
+24
113
$21.4K 0.01%
296
114
$20.6K 0.01%
+800
115
$20.4K 0.01%
406
116
$19.5K 0.01%
73
+9
117
$19.4K 0.01%
1,458
118
$17.8K 0.01%
77
119
$17.7K 0.01%
760
120
$17K 0.01%
389
-188
121
$16.8K 0.01%
338
+80
122
$16.6K 0.01%
81
123
$16.5K 0.01%
192
124
$16.5K 0.01%
136
+69
125
$16.1K 0.01%
5,866
3 4
5
6 7