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

Top Buys

1
+$3.26M
2
+$3.08M
3
+$2.45M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03M

Top Sells

1
+$9.28M
2
+$602K
3
+$332K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$205K
5
CRWD icon
CrowdStrike
CRWD
+$197K

Sector Composition

1 Energy 2.03%
2 Financials 1.48%
3 Consumer Staples 1.22%
4 Technology 0.72%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.6K ﹤0.01%
600
177
$10.5K ﹤0.01%
28
178
$10.4K ﹤0.01%
200
179
$10.2K ﹤0.01%
59
180
$10.1K ﹤0.01%
100
181
$10.1K ﹤0.01%
+100
182
$9.66K ﹤0.01%
115
183
$9.58K ﹤0.01%
150
-732
184
$9.04K ﹤0.01%
65
185
$8.96K ﹤0.01%
41
-20
186
$8.88K ﹤0.01%
256
187
$8.84K ﹤0.01%
+664
188
$8.52K ﹤0.01%
32
189
$8.38K ﹤0.01%
41
190
$8.35K ﹤0.01%
167
191
$8.32K ﹤0.01%
36
192
$8.21K ﹤0.01%
+50
193
$8.12K ﹤0.01%
80
194
$7.73K ﹤0.01%
71
195
$7.65K ﹤0.01%
300
196
$7.53K ﹤0.01%
39
197
$7.51K ﹤0.01%
100
198
$7.41K ﹤0.01%
28
199
$7.28K ﹤0.01%
40
-42
200
$6.88K ﹤0.01%
+31
6 7
8
9 10