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
$271M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.72M
3
+$4.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.09M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.23M

Top Sells

1
+$1.97M
2
+$678K
3
+$224K
4
CZR icon
Caesars Entertainment
CZR
+$131K
5
AMGN icon
Amgen
AMGN
+$114K

Sector Composition

1 Energy 1.56%
2 Financials 1.12%
3 Consumer Staples 0.86%
4 Technology 0.82%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.78K ﹤0.01%
+201
177
$8.4K ﹤0.01%
83
178
$8.27K ﹤0.01%
200
179
$7.98K ﹤0.01%
59
180
$7.38K ﹤0.01%
+200
181
$7.06K ﹤0.01%
31
182
$6.76K ﹤0.01%
512
183
$6.73K ﹤0.01%
36
-100
184
$6.69K ﹤0.01%
133
-1
185
$5.91K ﹤0.01%
303
186
$5.61K ﹤0.01%
500
187
$5.49K ﹤0.01%
100
188
$5.28K ﹤0.01%
200
189
$5.22K ﹤0.01%
91
-288
190
$4.79K ﹤0.01%
106
191
$4.76K ﹤0.01%
94
-448
192
$4.25K ﹤0.01%
65
193
$4K ﹤0.01%
+200
194
$3.48K ﹤0.01%
36
195
$3.23K ﹤0.01%
100
196
$2.52K ﹤0.01%
25
197
$2.48K ﹤0.01%
10
198
$2.43K ﹤0.01%
+50
199
$2.37K ﹤0.01%
20
-151
200
$2.27K ﹤0.01%
30
6 7
8
9 10