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
151
$14.1K 0.01%
72
+49
152
$14.1K 0.01%
+1,215
153
$14.1K 0.01%
109
154
$13.4K 0.01%
100
155
$13.3K 0.01%
+76
156
$13.1K 0.01%
269
-300
157
$12.8K 0.01%
360
158
$12.8K 0.01%
+53
159
$12.4K 0.01%
186
160
$12.3K 0.01%
+495
161
$12.2K 0.01%
120
162
$12.1K 0.01%
158
163
$12.1K 0.01%
+295
164
$12K 0.01%
185
165
$12K 0.01%
123
-59
166
$11.9K 0.01%
56
167
$11.8K 0.01%
+51
168
$11.7K 0.01%
60
169
$11.6K 0.01%
+837
170
$11.2K 0.01%
+422
171
$11.1K 0.01%
302
172
$11.1K 0.01%
+607
173
$10.9K 0.01%
228
-69
174
$10.8K 0.01%
380
175
$10.7K 0.01%
+206
5 6
7
8 9