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
551
$2.01K ﹤0.01%
+124
552
$2.01K ﹤0.01%
+27
553
$1.99K ﹤0.01%
+14
554
$1.97K ﹤0.01%
+14
555
$1.97K ﹤0.01%
+21
556
$1.97K ﹤0.01%
+89
557
$1.97K ﹤0.01%
+41
558
$1.96K ﹤0.01%
+13
559
$1.94K ﹤0.01%
+21
560
$1.94K ﹤0.01%
+39
561
$1.91K ﹤0.01%
+14
562
$1.9K ﹤0.01%
+29
563
$1.89K ﹤0.01%
+47
564
$1.88K ﹤0.01%
+450
565
$1.87K ﹤0.01%
+10
566
$1.87K ﹤0.01%
+17
567
$1.87K ﹤0.01%
+40
568
$1.86K ﹤0.01%
+184
569
$1.85K ﹤0.01%
+28
570
$1.84K ﹤0.01%
+13
571
$1.84K ﹤0.01%
+75
572
$1.83K ﹤0.01%
+25
573
$1.82K ﹤0.01%
+33
574
$1.82K ﹤0.01%
+13
575
$1.8K ﹤0.01%
+34
21 22
23
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