HF

Halpern Financial Portfolio holdings

AUM $389M
1-Year Est. Return 28.15%
This Fund
S&P 500
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
+$3.34M
2
+$3.18M
3
+$2.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M

Top Sells

1
+$9.58M
2
+$621K
3
+$343K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212K
5
CRWD icon
CrowdStrike
CRWD
+$206K

Sector Composition

1 Energy 2.02%
2 Consumer Staples 1.22%
3 Financials 1.06%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.4K 0.01%
200
127
$17.3K 0.01%
+121
128
$17.2K 0.01%
+86
129
$17.2K 0.01%
+50
130
$17.1K 0.01%
368
131
$16.8K 0.01%
60
132
$16.8K 0.01%
73
+71
133
$16.8K 0.01%
+300
134
$16.7K 0.01%
389
135
$16.6K 0.01%
+145
136
$16K 0.01%
83
137
$15.8K 0.01%
2,700
+200
138
$15.8K 0.01%
+217
139
$15.2K 0.01%
+188
140
$14.9K 0.01%
+223
141
$14.9K 0.01%
+146
142
$14.9K 0.01%
26
143
$14.6K 0.01%
158
144
$14.6K 0.01%
108
145
$14.6K 0.01%
+88
146
$14.4K 0.01%
+69
147
$14.3K 0.01%
512
148
$14.3K 0.01%
400
149
$14.1K 0.01%
72
+49
150
$14.1K 0.01%
+243
4 5
6
7 8