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
$344M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$676K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$624K
5
JCPI icon
JPMorgan Inflation Managed Bond ETF
JCPI
+$556K

Top Sells

1
+$1.56M
2
+$1.28M
3
+$998K
4
CRWD icon
CrowdStrike
CRWD
+$640K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$471K

Sector Composition

1 Energy 1.45%
2 Financials 1.29%
3 Technology 1.03%
4 Consumer Discretionary 0.95%
5 Healthcare 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.22K ﹤0.01%
74
-308
177
$6.19K ﹤0.01%
83
178
$5.44K ﹤0.01%
200
179
$5.3K ﹤0.01%
57
180
$5.14K ﹤0.01%
512
181
$5.13K ﹤0.01%
376
182
$4.68K ﹤0.01%
26
183
$4.38K ﹤0.01%
106
184
$4.35K ﹤0.01%
498
185
$4.12K ﹤0.01%
200
186
$3.73K ﹤0.01%
20
-33
187
$3.7K ﹤0.01%
100
188
$3.55K ﹤0.01%
50
189
$3.15K ﹤0.01%
59
190
$3.06K ﹤0.01%
200
191
$1.88K ﹤0.01%
1,500
192
$1.78K ﹤0.01%
15
193
$1.59K ﹤0.01%
10
194
$1.45K ﹤0.01%
73
195
$1.37K ﹤0.01%
65
196
$1.08K ﹤0.01%
250
197
$838 ﹤0.01%
20
198
$806 ﹤0.01%
200
199
$641 ﹤0.01%
18
200
$641 ﹤0.01%
100
6 7
8
9 10