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
$278M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$5.51M
2 +$1.97M
3 +$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$851K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$443K

Sector Composition

1 Energy 1.66%
2 Technology 1.23%
3 Financials 1.09%
4 Consumer Staples 0.43%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$26.6K 0.01%
90
102
$26.1K 0.01%
160
103
$25.6K 0.01%
1,220
104
$24.7K 0.01%
343
105
$23K 0.01%
1,458
106
$22K 0.01%
296
107
$21.9K 0.01%
406
108
$21.5K 0.01%
77
109
$21.1K 0.01%
240
110
$19.6K 0.01%
13,419
+2,419
111
$18.2K 0.01%
81
112
$16.9K 0.01%
250
113
$16.2K 0.01%
760
114
$16.1K 0.01%
150
115
$16K 0.01%
50
116
$15.9K 0.01%
192
117
$14.9K 0.01%
108
118
$14.8K 0.01%
5,866
119
$14.4K 0.01%
616
120
$14.2K 0.01%
185
121
$13.6K ﹤0.01%
203
122
$13.2K ﹤0.01%
158
123
$12.9K ﹤0.01%
203
124
$12.8K ﹤0.01%
98
125
$12.8K ﹤0.01%
186