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
$2.04B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$3.03M
3
+$2.55M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$2.34M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.3M

Top Sells

1
+$27.1M
2
+$1.97M
3
+$1M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$379K

Sector Composition

1 Technology 0.59%
2 Consumer Discretionary 0.49%
3 Communication Services 0.28%
4 Healthcare 0.23%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.37K ﹤0.01%
+37
427
$4.36K ﹤0.01%
+20
428
$4.32K ﹤0.01%
+106
429
$4.28K ﹤0.01%
55
+34
430
$4.25K ﹤0.01%
46
431
$4.24K ﹤0.01%
+54
432
$4.23K ﹤0.01%
+22
433
$4.13K ﹤0.01%
+46
434
$4.12K ﹤0.01%
+174
435
$4.05K ﹤0.01%
+45
436
$4.04K ﹤0.01%
+60
437
$3.96K ﹤0.01%
+75
438
$3.95K ﹤0.01%
+8
439
$3.89K ﹤0.01%
+41
440
$3.87K ﹤0.01%
+12
441
$3.86K ﹤0.01%
+40
442
$3.85K ﹤0.01%
+31
443
$3.81K ﹤0.01%
+8
444
$3.81K ﹤0.01%
+64
445
$3.79K ﹤0.01%
123
446
$3.76K ﹤0.01%
63
447
$3.75K ﹤0.01%
+125
448
$3.74K ﹤0.01%
+8
449
$3.72K ﹤0.01%
+44
450
$3.71K ﹤0.01%
+55
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