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
$192M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$827K
3
+$633K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$87.4K

Top Sells

1
+$614K
2
+$459K
3
+$263K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$193K

Sector Composition

1 Energy 1.89%
2 Financials 0.87%
3 Technology 0.8%
4 Consumer Discretionary 0.5%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9.28K ﹤0.01%
+100
127
$9.23K ﹤0.01%
405
-405
128
$9.12K ﹤0.01%
600
-200
129
$9.02K ﹤0.01%
380
130
$8.92K ﹤0.01%
65
131
$8.89K ﹤0.01%
200
132
$8.76K ﹤0.01%
100
133
$8.68K ﹤0.01%
115
134
$8.67K ﹤0.01%
93
135
$8.39K ﹤0.01%
66
136
$8.37K ﹤0.01%
167
137
$8.21K ﹤0.01%
162
138
$8.09K ﹤0.01%
37
-24
139
$8.08K ﹤0.01%
33
140
$7.79K ﹤0.01%
80
141
$7.77K ﹤0.01%
41
142
$7.73K ﹤0.01%
166
143
$7.7K ﹤0.01%
90
144
$7.39K ﹤0.01%
30
145
$7.22K ﹤0.01%
41
146
$7.06K ﹤0.01%
30
147
$6.97K ﹤0.01%
35
148
$6.7K ﹤0.01%
61
149
$6.59K ﹤0.01%
36
150
$6.55K ﹤0.01%
18
4 5
6
7 8