HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $1.9B
This Quarter Return
+0.19%
1 Year Return
+15.29%
3 Year Return
+48.9%
5 Year Return
+71.6%
10 Year Return
+152.32%
AUM
$1.76B
AUM Growth
-$25.9M
Cap. Flow
-$7.99M
Cap. Flow %
-0.46%
Top 10 Hldgs %
87.89%
Holding
685
New
371
Increased
120
Reduced
62
Closed
14

Top Buys

1
$149M
2
$95.7M
3
$2.55M
4
$2.39M
5
$1.23M

Top Sells

1
$151M
2
$95.6M
3
$3.47M
4
$2.96M
5
$2.02M

Sector Composition

1Technology0.51%
2Industrials0.32%
3Healthcare0.26%
4Consumer Discretionary0.26%
5Communication Services0.14%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.41K﹤0.01% 38
-29
-43%
-$1.84K
$2.41K﹤0.01%
+30
 New
+$2.41K
$2.37K﹤0.01%
+60
 New
+$2.37K
$2.36K﹤0.01%
+36
 New
+$2.36K
$2.32K﹤0.01%
+10
 New
+$2.32K
$2.29K﹤0.01%
+16
 New
+$2.29K
$2.26K﹤0.01%
+5
 New
+$2.26K
$2.16K﹤0.01%
+30
 New
+$2.16K
$2.16K﹤0.01%
+31
 New
+$2.16K
$2.13K﹤0.01%
+9
 New
+$2.13K
$2.1K﹤0.01%
+25
 New
+$2.1K
$2.09K﹤0.01%
+83
 New
+$2.09K
$2.06K﹤0.01% 8––
$2.05K﹤0.01%
+16
 New
+$2.05K
$2.04K﹤0.01%
+3
 New
+$2.04K
$2.03K﹤0.01%
+23
 New
+$2.03K
$2.03K﹤0.01%
+24
 New
+$2.03K
$1.93K﹤0.01%
+11
 New
+$1.93K
$1.9K﹤0.01%
+47
 New
+$1.9K
$1.85K﹤0.01%
+149
 New
+$1.85K
$1.84K﹤0.01%
+190
 New
+$1.84K
$1.82K﹤0.01%
+18
 New
+$1.82K
$1.8K﹤0.01%
+60
 New
+$1.8K
$1.75K﹤0.01%
+59
 New
+$1.75K
$1.75K﹤0.01%
+56
 New
+$1.75K
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