HF

Halpern Financial Portfolio holdings

AUM $389M
1-Year Est. Return 28.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$15.6M
3 +$11.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.1M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Energy 1.88%
2 Financials 0.82%
3 Technology 0.54%
4 Consumer Discretionary 0.32%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$216 ﹤0.01%
+10
177
$194 ﹤0.01%
+3
178
$117 ﹤0.01%
+2
179
$102 ﹤0.01%
+1
180
$65 ﹤0.01%
+4
181
$9 ﹤0.01%
+2