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
551
– –
-99
552
– –
-7
553
– –
-9
554
– –
-16
555
– –
-4
556
– –
-1
557
– –
-1
558
– –
-20
559
– –
-36
560
– –
-3
561
– –
-36
562
– –
-1
563
– –
-28
564
– –
-1
565
– –
-35
566
– –
-7
567
– –
-128
568
– –
-18
569
– –
-11
570
– –
-15
571
– –
-18
572
– –
-4
573
– –
-1
574
– –
-1
575
– –
-3
21 22
23
24 25