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
$1.74K﹤0.01%
+80
 New
+$1.74K
$1.72K﹤0.01%
+10
 New
+$1.72K
$1.65K﹤0.01%
+8
 New
+$1.65K
$1.63K﹤0.01%
+9
 New
+$1.63K
$1.62K﹤0.01%
+1
 New
+$1.62K
$1.61K﹤0.01%
+9
 New
+$1.61K
$1.59K﹤0.01%
+4
 New
+$1.59K
$1.56K﹤0.01%
+9
 New
+$1.56K
$1.52K﹤0.01%
+27
 New
+$1.52K
$1.52K﹤0.01%
+50
 New
+$1.52K
$1.52K﹤0.01%
+15
 New
+$1.52K
$1.51K﹤0.01%
+21
 New
+$1.51K
$1.45K﹤0.01% 25––
$1.44K﹤0.01%
+9
 New
+$1.44K
$1.38K﹤0.01%
+25
 New
+$1.38K
$1.35K﹤0.01%
+4
 New
+$1.35K
$1.34K﹤0.01%
+5
 New
+$1.34K
$1.32K﹤0.01%
+10
 New
+$1.32K
$1.28K﹤0.01%
+4
 New
+$1.28K
$1.27K﹤0.01%
+6
 New
+$1.27K
$1.26K﹤0.01%
+3
 New
+$1.26K
$1.22K﹤0.01%
+4
 New
+$1.22K
$1.2K﹤0.01%
+15
 New
+$1.2K
$1.18K﹤0.01%
+14
 New
+$1.18K
$1.16K﹤0.01%
+6
 New
+$1.16K
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