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
426
– –
-59
427
– –
-343
428
– –
-219
429
– –
-1
430
– –
-33
431
– –
-38
432
– –
-69
433
– –
-64
434
– –
-9
435
– –
-16
436
– –
-111
437
– –
-37
438
– –
-5
439
– –
-149
440
– –
-12
441
– –
-1
442
– –
-13
443
– –
-4
444
– –
-3
445
– –
-1
446
– –
0
447
– –
-1
448
– –
-1
449
– –
-21
450
– –
-1
16 17
18
19 20