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
151
$5.04K ﹤0.01%
100
152
$4.82K ﹤0.01%
59
153
$4.74K ﹤0.01%
512
154
$4.74K ﹤0.01%
376
155
$4.53K ﹤0.01%
81
156
$4.23K ﹤0.01%
500
157
$4.2K ﹤0.01%
400
158
$4.19K ﹤0.01%
106
159
$4K ﹤0.01%
360
160
$2.27K ﹤0.01%
200
161
$1.94K ﹤0.01%
65
162
$1.87K ﹤0.01%
9
163
$1.82K ﹤0.01%
250
164
$1.82K ﹤0.01%
24
-85
165
$1.64K ﹤0.01%
73
166
$1.58K ﹤0.01%
+26
167
$1.3K ﹤0.01%
13
168
$1.24K ﹤0.01%
10
169
$767 ﹤0.01%
17
170
$525 ﹤0.01%
30
171
$522 ﹤0.01%
20
172
$492 ﹤0.01%
+6
173
$440 ﹤0.01%
100
174
$415 ﹤0.01%
3
+1
175
$341 ﹤0.01%
40
5 6
7
8 9