HF
Halpern Financial Portfolio holdings
AUM
$389M
1-Year Est. Return
28.15%
This Fund
S&P 500
1 Year Est. Return
+28.15%
AUM
$292M
AUM Growth
+$13.9M
(+5%)
Holding
268
Top Buys
| 1 | +$5.08M | |
| 2 | +$4.47M | |
| 3 | +$1.84M | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.63M |
| 5 |
Amazon
AMZN
|
+$1.63M |
Top Sells
| 1 | +$8.44M | |
| 2 | +$2.87M | |
| 3 | +$2.24M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.72M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.35M |
Sector Composition
| 1 | Energy | 1.55% |
| 2 | Technology | 1.5% |
| 3 | Financials | 0.99% |
| 4 | Consumer Discretionary | 0.88% |
| 5 | Consumer Staples | 0.34% |