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
$278M
AUM Growth
+$5.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$5.51M
2 +$1.97M
3 +$1.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$851K
5
HAP icon
VanEck Natural Resources ETF
HAP
+$443K

Sector Composition

1 Energy 1.66%
2 Technology 1.23%
3 Financials 1.09%
4 Consumer Staples 0.43%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-4
202
-36
203
-1