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
$349﹤0.01%
+2
 New
+$349
$348﹤0.01%
+91
 New
+$348
$345﹤0.01%
+2
 New
+$345
$345﹤0.01%
+6
 New
+$345
$340﹤0.01%
+6
 New
+$340
$339﹤0.01%
+5
 New
+$339
$335﹤0.01%
+3
 New
+$335
$334﹤0.01%
+7
 New
+$334
$331﹤0.01%
+4
 New
+$331
$331﹤0.01%
+2
 New
+$331
$325﹤0.01%
+6
 New
+$325
$322﹤0.01%
+3
 New
+$322
$321﹤0.01%
+9
 New
+$321
$316﹤0.01%
+3
 New
+$316
$315﹤0.01%
+4
 New
+$315
$314﹤0.01%
+1
 New
+$314
$314﹤0.01%
+3
 New
+$314
$310﹤0.01%
+4
 New
+$310
$307﹤0.01% 2––
$302﹤0.01%
+1
 New
+$302
$294﹤0.01%
+5
 New
+$294
$293﹤0.01%
+4
 New
+$293
$291﹤0.01%
+11
 New
+$291
$290﹤0.01%
+8
 New
+$290
$289﹤0.01%
+3
 New
+$289
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