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
$169M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$741K
3
+$680K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$498K

Top Sells

1
+$381K
2
+$210K
3
+$70.2K
4
HDV icon
iShares Core High Dividend ETF
HDV
+$67.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$62.3K

Sector Composition

1 Energy 1.79%
2 Financials 0.88%
3 Technology 0.74%
4 Consumer Discretionary 0.43%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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