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
$253M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$1.83M
3
+$1.82M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.56M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.5M

Top Sells

1
+$2.78M
2
+$773K
3
+$529K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$441K
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$288K

Sector Composition

1 Energy 1.62%
2 Technology 1.37%
3 Financials 1.29%
4 Consumer Staples 0.52%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.63K ﹤0.01%
+183
152
$7.61K ﹤0.01%
39
+29
153
$7.47K ﹤0.01%
474
154
$7.27K ﹤0.01%
35
155
$6.84K ﹤0.01%
200
156
$6.82K ﹤0.01%
+239
157
$5.82K ﹤0.01%
200
158
$5.77K ﹤0.01%
+130
159
$5.68K ﹤0.01%
32
-22
160
$5.6K ﹤0.01%
81
-300
161
$5.56K ﹤0.01%
31
162
$5.32K ﹤0.01%
65
-4
163
$5.23K ﹤0.01%
350
164
$5.15K ﹤0.01%
23
-2
165
$4.45K ﹤0.01%
33
-3
166
$4.35K ﹤0.01%
59
167
$4.3K ﹤0.01%
360
168
$4.24K ﹤0.01%
100
169
$4.21K ﹤0.01%
376
-1,022
170
$4.21K ﹤0.01%
109
+24
171
$4.21K ﹤0.01%
50
172
$4.03K ﹤0.01%
500
173
$4.01K ﹤0.01%
+18
174
$3.7K ﹤0.01%
106
175
$3.36K ﹤0.01%
512
5 6
7
8 9