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
151
$10.4K ﹤0.01%
+22
152
$10.2K ﹤0.01%
30
153
$10.1K ﹤0.01%
+63
154
$10.1K ﹤0.01%
+49
155
$9.86K ﹤0.01%
+21
156
$9.45K ﹤0.01%
+29
157
$9.4K ﹤0.01%
+96
158
$9.2K ﹤0.01%
+76
159
$9.19K ﹤0.01%
+160
160
$9.15K ﹤0.01%
5,866
161
$9.09K ﹤0.01%
+82
162
$8.96K ﹤0.01%
+93
163
$8.94K ﹤0.01%
+196
164
$8.91K ﹤0.01%
500
165
$8.82K ﹤0.01%
+48
166
$8.77K ﹤0.01%
+177
167
$8.55K ﹤0.01%
+45
168
$8.45K ﹤0.01%
+43
169
$8.37K ﹤0.01%
95
170
$8.29K ﹤0.01%
+58
171
$8.09K ﹤0.01%
100
172
$8.03K ﹤0.01%
+104
173
$7.98K ﹤0.01%
+44
174
$7.97K ﹤0.01%
+122
175
$7.92K ﹤0.01%
+52
5 6
7
8 9