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
151
$14.4K ﹤0.01%
202
152
$13.9K ﹤0.01%
158
153
$13.8K ﹤0.01%
332
154
$13.3K ﹤0.01%
500
155
$12.8K ﹤0.01%
267
156
$12.7K ﹤0.01%
100
157
$12K ﹤0.01%
186
158
$11.9K ﹤0.01%
203
159
$11.8K ﹤0.01%
123
-92
160
$10.6K ﹤0.01%
57
161
$9.86K ﹤0.01%
145
-200
162
$9.66K ﹤0.01%
350
163
$9.37K ﹤0.01%
96
164
$8.88K ﹤0.01%
+48
165
$8.51K ﹤0.01%
70
-123
166
$8.07K ﹤0.01%
95
167
$8.06K ﹤0.01%
23
-10
168
$7.67K ﹤0.01%
37
169
$7.26K ﹤0.01%
70
170
$7.15K ﹤0.01%
35
171
$7.04K ﹤0.01%
200
172
$7.03K ﹤0.01%
108
173
$7.02K ﹤0.01%
43
174
$6.81K ﹤0.01%
43
-23
175
$6.79K ﹤0.01%
500
5 6
7
8 9