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
626
$1.29K ﹤0.01%
+23
627
$1.28K ﹤0.01%
+16
628
$1.28K ﹤0.01%
+11
629
$1.27K ﹤0.01%
+6
630
$1.25K ﹤0.01%
+72
631
$1.24K ﹤0.01%
+15
632
$1.21K ﹤0.01%
+10
633
$1.21K ﹤0.01%
+10
634
$1.21K ﹤0.01%
10
+2
635
$1.2K ﹤0.01%
+68
636
$1.2K ﹤0.01%
+9
637
$1.19K ﹤0.01%
+60
638
$1.19K ﹤0.01%
+49
639
$1.18K ﹤0.01%
+26
640
$1.15K ﹤0.01%
+4
641
$1.13K ﹤0.01%
+40
642
$1.13K ﹤0.01%
+23
643
$1.12K ﹤0.01%
+7
644
$1.11K ﹤0.01%
+45
645
$1.1K ﹤0.01%
+4
646
$1.09K ﹤0.01%
+15
647
$1.05K ﹤0.01%
+39
648
$1.05K ﹤0.01%
+3
649
$1.04K ﹤0.01%
+11
650
$1.03K ﹤0.01%
+13
24 25
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