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
201
$6.39K ﹤0.01%
+57
202
$6.3K ﹤0.01%
+13
203
$6.28K ﹤0.01%
+122
204
$6.23K ﹤0.01%
+70
205
$6.17K ﹤0.01%
70
206
$6.15K ﹤0.01%
+73
207
$6.02K ﹤0.01%
+164
208
$5.99K ﹤0.01%
+48
209
$5.97K ﹤0.01%
+43
210
$5.8K ﹤0.01%
+97
211
$5.74K ﹤0.01%
83
212
$5.69K ﹤0.01%
376
213
$5.62K ﹤0.01%
+98
214
$5.56K ﹤0.01%
+30
215
$5.49K ﹤0.01%
+59
216
$5.38K ﹤0.01%
+57
217
$5.04K ﹤0.01%
100
218
$4.96K ﹤0.01%
+68
219
$4.91K ﹤0.01%
+179
220
$4.83K ﹤0.01%
360
221
$4.76K ﹤0.01%
+40
222
$4.73K ﹤0.01%
59
223
$4.37K ﹤0.01%
+38
224
$4.36K ﹤0.01%
63
-140
225
$4.27K ﹤0.01%
+14
7 8
9
10 11