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
426
$1.16K ﹤0.01%
+16
427
$1.11K ﹤0.01%
+17
428
$1.09K ﹤0.01%
+27
429
$1.07K ﹤0.01%
+35
430
$1.04K ﹤0.01%
+12
431
$1.04K ﹤0.01%
+15
432
$1.03K ﹤0.01%
+4
433
$1.02K ﹤0.01%
+33
434
$1.02K ﹤0.01%
+10
435
$1.02K ﹤0.01%
+15
436
$1K ﹤0.01%
+9
437
$984 ﹤0.01%
+43
438
$966 ﹤0.01%
+15
439
$957 ﹤0.01%
+2
440
$950 ﹤0.01%
+3
441
$909 ﹤0.01%
9
+1
442
$876 ﹤0.01%
+2
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$872 ﹤0.01%
+64
444
$850 ﹤0.01%
+25
445
$840 ﹤0.01%
+2
446
$838 ﹤0.01%
+5
447
$834 ﹤0.01%
+12
448
$834 ﹤0.01%
+16
449
$829 ﹤0.01%
+19
450
$826 ﹤0.01%
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