HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.04B
1-Year Est. Return 16.11%
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$8.09M
3
+$5.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$4.79M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$3.29M

Top Sells

1
+$90.2M
2
+$2.68M
3
+$1.82M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.4M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.36M

Sector Composition

1 Technology 0.7%
2 Consumer Discretionary 0.3%
3 Healthcare 0.25%
4 Industrials 0.18%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.56K ﹤0.01%
+95
227
$7.33K ﹤0.01%
+280
228
$7.31K ﹤0.01%
+56
229
$7.29K ﹤0.01%
+15
230
$7.26K ﹤0.01%
+70
231
$7.21K ﹤0.01%
+71
232
$7.02K ﹤0.01%
+76
233
$7.01K ﹤0.01%
+50
234
$6.8K ﹤0.01%
+87
235
$6.63K ﹤0.01%
+112
236
$6.3K ﹤0.01%
+41
237
$6.16K ﹤0.01%
+57
238
$6.15K ﹤0.01%
+126
239
$5.95K ﹤0.01%
+102
240
$5.79K ﹤0.01%
+222
241
$5.09K ﹤0.01%
+67
242
$5.01K ﹤0.01%
+115
243
$4.78K ﹤0.01%
+205
244
$4.77K ﹤0.01%
+482
245
$4.68K ﹤0.01%
+13
246
$4.36K ﹤0.01%
+9
247
$4.27K ﹤0.01%
+39
248
$4.02K ﹤0.01%
+21
249
$3.97K ﹤0.01%
+41
250
$3.97K ﹤0.01%
+123
8 9
10
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