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
$216M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$3.18M
3
+$2.51M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.28M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.06M

Top Sells

1
+$9.58M
2
+$621K
3
+$343K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$212K
5
CRWD icon
CrowdStrike
CRWD
+$206K

Sector Composition

1 Energy 2.02%
2 Consumer Staples 1.22%
3 Financials 1.06%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.4K ﹤0.01%
200
177
$10.2K ﹤0.01%
59
178
$10.1K ﹤0.01%
100
179
$10.1K ﹤0.01%
+100
180
$9.66K ﹤0.01%
115
181
$9.58K ﹤0.01%
300
-1,464
182
$9.04K ﹤0.01%
65
183
$8.96K ﹤0.01%
41
-20
184
$8.88K ﹤0.01%
256
185
$8.84K ﹤0.01%
+664
186
$8.52K ﹤0.01%
32
187
$8.38K ﹤0.01%
41
188
$8.35K ﹤0.01%
167
189
$8.32K ﹤0.01%
36
190
$8.21K ﹤0.01%
+50
191
$8.12K ﹤0.01%
80
192
$7.73K ﹤0.01%
71
193
$7.65K ﹤0.01%
300
194
$7.53K ﹤0.01%
39
195
$7.51K ﹤0.01%
100
196
$7.41K ﹤0.01%
28
197
$7.28K ﹤0.01%
40
-42
198
$6.88K ﹤0.01%
+31
199
$6.82K ﹤0.01%
26
200
$6.65K ﹤0.01%
267
6 7
8
9 10