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
$151M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$6.44M
3
+$2.17M
4
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$1.42M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.32M

Top Sells

1
+$990K
2
+$415K
3
+$380K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$138K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$130K

Sector Composition

1 Energy 2.26%
2 Financials 0.78%
3 Consumer Discretionary 0.44%
4 Technology 0.4%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
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