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
651
$1.03K ﹤0.01%
+21
652
$1.01K ﹤0.01%
+112
653
$994 ﹤0.01%
+35
654
$957 ﹤0.01%
+17
655
$939 ﹤0.01%
+14
656
$927 ﹤0.01%
+7
657
$923 ﹤0.01%
+7
658
$923 ﹤0.01%
+23
659
$905 ﹤0.01%
18
-364
660
$880 ﹤0.01%
+20
661
$859 ﹤0.01%
+7
662
$856 ﹤0.01%
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663
$811 ﹤0.01%
+16
664
$809 ﹤0.01%
+40
665
$802 ﹤0.01%
+16
666
$779 ﹤0.01%
+58
667
$776 ﹤0.01%
+23
668
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669
$719 ﹤0.01%
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670
$704 ﹤0.01%
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671
$691 ﹤0.01%
+7
672
$682 ﹤0.01%
+69
673
$678 ﹤0.01%
10
-4
674
$671 ﹤0.01%
+5
675
$653 ﹤0.01%
+8
25 26
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