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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.1K 0.01%
300
102
$28K 0.01%
316
-100
103
$26.7K 0.01%
1,220
104
$26.3K 0.01%
658
105
$26K 0.01%
290
+132
106
$25.3K 0.01%
+500
107
$25.2K 0.01%
625
108
$25.1K 0.01%
+800
109
$24.5K 0.01%
100
-162
110
$23K 0.01%
77
111
$22.4K 0.01%
296
112
$22K 0.01%
140
-20
113
$21.5K 0.01%
81
114
$20.6K 0.01%
+88
115
$20.2K 0.01%
150
-100
116
$19.8K 0.01%
406
117
$19.6K 0.01%
234
-6
118
$19.6K 0.01%
1,458
119
$19.2K 0.01%
+40
120
$19.2K 0.01%
+480
121
$18.7K 0.01%
+8
122
$18.5K 0.01%
50
123
$18.3K 0.01%
819
+339
124
$17.3K 0.01%
760
125
$16.9K 0.01%
192
3 4
5
6 7