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
$344M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$676K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$624K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$556K

Top Sells

1
+$1.56M
2
+$1.28M
3
+$998K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$471K

Sector Composition

1 Energy 1.45%
2 Financials 1.29%
3 Technology 1.03%
4 Consumer Discretionary 0.95%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42.1K 0.01%
600
102
$39.8K 0.01%
86
103
$37.9K 0.01%
648
104
$36.8K 0.01%
307
105
$36.6K 0.01%
320
106
$35.5K 0.01%
200
107
$35.2K 0.01%
541
108
$33.6K 0.01%
76
-291
109
$32.7K 0.01%
1,440
+440
110
$32.3K 0.01%
1,500
111
$32K 0.01%
316
112
$31.9K 0.01%
202
113
$31.9K 0.01%
350
114
$30.6K 0.01%
92
115
$30.2K 0.01%
300
116
$28.4K 0.01%
1,200
-88
117
$28.2K 0.01%
742
118
$26.4K 0.01%
100
119
$25.4K 0.01%
296
120
$25.2K 0.01%
100
121
$23.7K 0.01%
658
122
$22.7K 0.01%
116
123
$22.4K 0.01%
192
124
$22K 0.01%
150
125
$21.7K 0.01%
552
3 4
5
6 7