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
576
$1.8K ﹤0.01%
+12
577
$1.79K ﹤0.01%
+19
578
$1.79K ﹤0.01%
+105
579
$1.76K ﹤0.01%
+22
580
$1.75K ﹤0.01%
+21
581
$1.75K ﹤0.01%
+337
582
$1.74K ﹤0.01%
+31
583
$1.71K ﹤0.01%
+67
584
$1.7K ﹤0.01%
+21
585
$1.7K ﹤0.01%
+116
586
$1.7K ﹤0.01%
+17
587
$1.69K ﹤0.01%
+230
588
$1.67K ﹤0.01%
+25
589
$1.67K ﹤0.01%
+16
590
$1.66K ﹤0.01%
+110
591
$1.65K ﹤0.01%
+149
592
$1.63K ﹤0.01%
+80
593
$1.61K ﹤0.01%
+21
594
$1.59K ﹤0.01%
+7
595
$1.59K ﹤0.01%
+18
596
$1.58K ﹤0.01%
+14
597
$1.58K ﹤0.01%
+19
598
$1.58K ﹤0.01%
+18
599
$1.58K ﹤0.01%
+58
600
$1.57K ﹤0.01%
+8
22 23
24
25 26