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
$292M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.51M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.86M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.62M

Top Sells

1
+$8.49M
2
+$3.02M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.41M

Sector Composition

1 Energy 1.55%
2 Technology 1.5%
3 Financials 0.99%
4 Consumer Discretionary 0.88%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.92K ﹤0.01%
+180
177
$7.87K ﹤0.01%
+38
178
$7.83K ﹤0.01%
+18
179
$7.81K ﹤0.01%
+21
180
$7.68K ﹤0.01%
+36
181
$7.66K ﹤0.01%
+191
182
$7.47K ﹤0.01%
200
183
$7.41K ﹤0.01%
500
184
$7.39K ﹤0.01%
+16
185
$7.34K ﹤0.01%
200
186
$6.99K ﹤0.01%
512
187
$6.86K ﹤0.01%
+34
188
$6.85K ﹤0.01%
35
189
$6.85K ﹤0.01%
+14
190
$6.83K ﹤0.01%
200
191
$6.83K ﹤0.01%
31
192
$6.82K ﹤0.01%
+35
193
$6.77K ﹤0.01%
+44
194
$6.75K ﹤0.01%
350
195
$6.75K ﹤0.01%
23
196
$6.61K ﹤0.01%
74
+61
197
$6.52K ﹤0.01%
+13
198
$6.5K ﹤0.01%
+110
199
$6.45K ﹤0.01%
+73
200
$6.39K ﹤0.01%
100
6 7
8
9 10