We are live on ! Find out more
HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$60M
3
+$2.01M
4
HD icon
Home Depot
HD
+$1.77M
5
USXF icon
iShares ESG Advanced MSCI USA ETF
USXF
+$1.5M

Top Sells

1
+$149M
2
+$68.5M
3
+$2.76M
4
PH icon
Parker-Hannifin
PH
+$2.55M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.81M

Sector Composition

1 Technology 0.48%
2 Consumer Discretionary 0.46%
3 Healthcare 0.23%
4 Communication Services 0.13%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-9
377
– –
-8
378
– –
-551
379
– –
-1
380
– –
-3
381
– –
-900
382
– –
-6
383
– –
-59
384
– –
-7
385
– –
-3
386
– –
-30
387
– –
-12
388
– –
-1
389
– –
-38
390
– –
-10
391
– –
-33
392
– –
-27
393
– –
-1
394
– –
-1
395
– –
-4
396
– –
-1
397
– –
-43
398
– –
-15
399
– –
-1
400
– –
-26
14 15
16
17 18