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
251
$3.77K ﹤0.01%
+158
252
$3.76K ﹤0.01%
+112
253
$3.67K ﹤0.01%
+16
254
$3.65K ﹤0.01%
+11
255
$3.58K ﹤0.01%
+46
256
$3.51K ﹤0.01%
+123
257
$3.44K ﹤0.01%
+21
258
$3.28K ﹤0.01%
+209
259
$3.08K ﹤0.01%
+676
260
$3.04K ﹤0.01%
+150
261
$2.74K ﹤0.01%
+18
262
$2.49K ﹤0.01%
+22
263
$2.32K ﹤0.01%
+8
264
$2.18K ﹤0.01%
+22
265
$2.06K ﹤0.01%
+23
266
$2.01K ﹤0.01%
+68
267
$1.64K ﹤0.01%
+25
268
$1.55K ﹤0.01%
+21
269
$1.5K ﹤0.01%
+16
270
$1.32K ﹤0.01%
+4
271
$1.13K ﹤0.01%
+25
272
$848 ﹤0.01%
+8
273
$841 ﹤0.01%
+14
274
$542 ﹤0.01%
+254
275
$442 ﹤0.01%
+9
9 10
11
12 13