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
$344M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$676K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$624K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$556K

Top Sells

1
+$1.56M
2
+$1.28M
3
+$998K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$471K

Sector Composition

1 Energy 1.45%
2 Financials 1.29%
3 Technology 1.03%
4 Consumer Discretionary 0.95%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.7K 0.01%
900
-20
127
$21.5K 0.01%
127
128
$21.2K 0.01%
406
129
$21.1K 0.01%
2,000
130
$21K 0.01%
131
131
$20.4K 0.01%
324
132
$19.4K 0.01%
174
-168
133
$19.2K 0.01%
152
134
$18.7K 0.01%
98
135
$18.6K 0.01%
500
136
$18.4K 0.01%
109
137
$17.8K 0.01%
300
138
$17.6K 0.01%
1,458
139
$17.3K 0.01%
71
140
$17.3K 0.01%
149
-105
141
$17.3K 0.01%
760
142
$16.7K ﹤0.01%
5,866
143
$16.6K ﹤0.01%
50
144
$16.5K ﹤0.01%
60
145
$16.4K ﹤0.01%
210
146
$16.2K ﹤0.01%
185
147
$16.2K ﹤0.01%
120
148
$15.2K ﹤0.01%
13,419
149
$15K ﹤0.01%
616
150
$15K ﹤0.01%
61
4 5
6
7 8