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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.3K 0.01%
+49
127
$15.9K 0.01%
+67
128
$14.9K 0.01%
185
129
$14.5K 0.01%
+41
130
$14.3K ﹤0.01%
616
131
$14.1K ﹤0.01%
+110
132
$13.8K ﹤0.01%
332
133
$13.4K ﹤0.01%
+316
134
$13.4K ﹤0.01%
13,419
135
$13.1K ﹤0.01%
98
136
$13.1K ﹤0.01%
120
137
$12.5K ﹤0.01%
+75
138
$12.5K ﹤0.01%
+57
139
$12.3K ﹤0.01%
+55
140
$12.1K ﹤0.01%
203
141
$11.9K ﹤0.01%
+62
142
$11.9K ﹤0.01%
186
143
$11.7K ﹤0.01%
+265
144
$11.4K ﹤0.01%
202
-15
145
$11.4K ﹤0.01%
80
-28
146
$11.2K ﹤0.01%
267
147
$11K ﹤0.01%
123
148
$10.9K ﹤0.01%
+33
149
$10.7K ﹤0.01%
150
-100
150
$10.7K ﹤0.01%
+250
4 5
6
7 8