HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $1.76B
AUM
$1.76B
AUM Growth
-$25.9M
Cap. Flow
-$3.8M
Cap. Flow %
-0.22%
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
$1.74K0%80 New
+$1.74K
$1.72K0%10 New
+$1.72K
$1.65K0%8 New
+$1.65K
$1.63K0%9 New
+$1.63K
$1.62K0%1 New
+$1.62K
$1.61K0%9 New
+$1.61K
$1.59K0%4 New
+$1.59K
$1.56K0%9 New
+$1.56K
$1.52K0%27 New
+$1.52K
$1.52K0%50 New
+$1.52K
$1.52K0%15 New
+$1.52K
$1.51K0%21 New
+$1.51K
$1.45K0%25 ––
$1.44K0%9 New
+$1.44K
$1.38K0%25 New
+$1.38K
$1.35K0%4 New
+$1.35K
$1.34K0%5 New
+$1.34K
$1.32K0%10 New
+$1.32K
$1.28K0%4 New
+$1.28K
$1.27K0%6 New
+$1.27K
$1.26K0%3 New
+$1.26K
$1.22K0%4 New
+$1.22K
$1.2K0%15 New
+$1.2K
$1.18K0%14 New
+$1.18K
$1.16K0%6 New
+$1.16K
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