HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.09B
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
685
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$95.7M
3
+$2.55M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$2.39M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.23M

Top Sells

1
+$151M
2
+$95.6M
3
+$3.47M
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$2.96M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.02M

Sector Composition

1 Technology 0.51%
2 Industrials 0.32%
3 Healthcare 0.26%
4 Consumer Discretionary 0.26%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.81K ﹤0.01%
+13
352
$2.78K ﹤0.01%
+5
353
$2.74K ﹤0.01%
24
+1
354
$2.73K ﹤0.01%
+31
355
$2.73K ﹤0.01%
15
-35
356
$2.73K ﹤0.01%
+62
357
$2.69K ﹤0.01%
+4
358
$2.68K ﹤0.01%
+99
359
$2.68K ﹤0.01%
+9
360
$2.65K ﹤0.01%
+10
361
$2.65K ﹤0.01%
+64
362
$2.64K ﹤0.01%
+13
363
$2.62K ﹤0.01%
+4
364
$2.57K ﹤0.01%
76
+8
365
$2.55K ﹤0.01%
+8
366
$2.54K ﹤0.01%
+4
367
$2.54K ﹤0.01%
+26
368
$2.52K ﹤0.01%
+24
369
$2.51K ﹤0.01%
10
-200
370
$2.5K ﹤0.01%
+68
371
$2.46K ﹤0.01%
+38
372
$2.46K ﹤0.01%
10
+9
373
$2.45K ﹤0.01%
+3
374
$2.43K ﹤0.01%
+27
375
$2.42K ﹤0.01%
+7
13 14
15
16 17