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
$216M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.08M
3
+$2.45M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$9.28M
2
+$602K
3
+$332K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$205K
5
CRWD icon
CrowdStrike
CRWD
+$197K

Sector Composition

1 Energy 2.03%
2 Financials 1.48%
3 Consumer Staples 1.22%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.8K 0.01%
300
-321
127
$17.4K 0.01%
200
128
$17.3K 0.01%
+121
129
$17.2K 0.01%
+86
130
$17.2K 0.01%
+50
131
$17.1K 0.01%
368
132
$16.8K 0.01%
60
133
$16.8K 0.01%
73
+71
134
$16.8K 0.01%
+300
135
$16.7K 0.01%
389
136
$16.6K 0.01%
+145
137
$16K 0.01%
83
138
$15.8K 0.01%
2,700
+200
139
$15.8K 0.01%
+217
140
$15.2K 0.01%
+188
141
$15K 0.01%
336
142
$14.9K 0.01%
+223
143
$14.9K 0.01%
+146
144
$14.9K 0.01%
26
145
$14.6K 0.01%
158
146
$14.6K 0.01%
108
147
$14.6K 0.01%
+88
148
$14.4K 0.01%
+69
149
$14.3K 0.01%
512
150
$14.3K 0.01%
400
4 5
6
7 8