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 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
301
0
302
0
303
0
304
0
305
0
306
0
307
0
308
0
309
-17,119