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
$571﹤0.01%
+3
 New
+$571
$552﹤0.01%
+4
 New
+$552
$550﹤0.01%
+10
 New
+$550
$549﹤0.01%
+6
 New
+$549
$546﹤0.01%
+8
 New
+$546
$541﹤0.01%
+9
 New
+$541
$530﹤0.01%
+2
 New
+$530
$523﹤0.01%
+6
 New
+$523
$514﹤0.01%
+7
 New
+$514
$513﹤0.01%
+5
 New
+$513
$511﹤0.01%
+5
 New
+$511
$509﹤0.01%
+1
 New
+$509
$506﹤0.01%
+13
 New
+$506
$502﹤0.01%
+25
 New
+$502
$502﹤0.01%
+7
 New
+$502
$497﹤0.01%
+15
 New
+$497
$488﹤0.01%
+9
 New
+$488
$485﹤0.01%
+1
 New
+$485
$485﹤0.01%
+6
 New
+$485
$481﹤0.01%
+18
 New
+$481
$471﹤0.01%
+19
 New
+$471
$471﹤0.01%
+7
 New
+$471
$468﹤0.01%
+11
 New
+$468
$468﹤0.01%
+2
 New
+$468
$463﹤0.01%
+5
 New
+$463
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