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
$192M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$827K
3
+$633K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$87.4K

Top Sells

1
+$614K
2
+$459K
3
+$263K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$243K
5
CRWD icon
CrowdStrike
CRWD
+$193K

Sector Composition

1 Energy 1.89%
2 Financials 0.87%
3 Technology 0.8%
4 Consumer Discretionary 0.5%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$172 ﹤0.01%
10
202
$144 ﹤0.01%
1
203
$120 ﹤0.01%
2
-1
204
$2 ﹤0.01%
2
205
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206
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207
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208
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-5
209
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211
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217
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5 6 7 8
9