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
$278M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.22M
3
+$916K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$831K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$649K

Top Sells

1
+$5.51M
2
+$1.97M
3
+$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$851K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$443K

Sector Composition

1 Energy 1.66%
2 Technology 1.23%
3 Financials 1.09%
4 Consumer Staples 0.43%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.7K ﹤0.01%
60
-68
127
$12.6K ﹤0.01%
332
128
$11.9K ﹤0.01%
123
129
$11.4K ﹤0.01%
217
130
$11.1K ﹤0.01%
120
131
$10.5K ﹤0.01%
480
-120
132
$9.75K ﹤0.01%
267
133
$9.26K ﹤0.01%
30
134
$8.7K ﹤0.01%
500
135
$8.16K ﹤0.01%
200
136
$8.02K ﹤0.01%
76
-182
137
$7.96K ﹤0.01%
100
138
$7.66K ﹤0.01%
95
139
$7.21K ﹤0.01%
200
140
$6.93K ﹤0.01%
100
-100
141
$6.87K ﹤0.01%
35
142
$6.58K ﹤0.01%
23
143
$6.39K ﹤0.01%
200
144
$6.33K ﹤0.01%
31
145
$6.17K ﹤0.01%
83
146
$5.88K ﹤0.01%
70
-100
147
$5.79K ﹤0.01%
+100
148
$5.75K ﹤0.01%
500
+230
149
$5.44K ﹤0.01%
350
150
$5.21K ﹤0.01%
+50
4 5
6
7 8