HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.04B
1-Year Est. Return 16.11%
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$73.3M
3
+$35.5M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$25.7M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.22M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.77%
2 Financials 2.49%
3 Industrials 1.55%
4 Consumer Discretionary 1.5%
5 Technology 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.27%
+52,948
27
$728K 0.27%
+12,447
28
$718K 0.26%
+19,682
29
$686K 0.25%
+6,939
30
$678K 0.25%
+15,178
31
$664K 0.24%
+10,760
32
$636K 0.23%
+12,041
33
$622K 0.23%
+2,754
34
$611K 0.22%
+27,969
35
$604K 0.22%
+22,576
36
$603K 0.22%
+10,500
37
$597K 0.22%
+19,049
38
$595K 0.22%
+27,338
39
$533K 0.2%
+8,443
40
$528K 0.19%
+8,064
41
$527K 0.19%
+13,823
42
$521K 0.19%
+15,906
43
$520K 0.19%
+2,847
44
$516K 0.19%
+3,411
45
$501K 0.18%
+9,939
46
$494K 0.18%
+35,560
47
$482K 0.18%
+5,657
48
$471K 0.17%
+8,370
49
$466K 0.17%
+6,168
50
$455K 0.17%
+1,773
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