HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.04B
1-Year Est. Return 16.11%
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$982K
3
+$712K
4
IBM icon
IBM
IBM
+$264K
5
ABT icon
Abbott
ABT
+$203K

Top Sells

1
+$4.43M
2
+$492K
3
+$485K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$416K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$267K

Sector Composition

1 Technology 1.8%
2 Financials 1.16%
3 Industrials 0.92%
4 Communication Services 0.88%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.08%
4,505
-167
52
$288K 0.07%
774
-30
53
$287K 0.07%
7,795
-3,107
54
$286K 0.07%
5,879
-143
55
$278K 0.07%
5,747
-4,951
56
$268K 0.07%
3,051
-89
57
$265K 0.07%
2,044
-73
58
$264K 0.07%
+1,828
59
$262K 0.07%
7,405
+976
60
$261K 0.07%
2,757
-166
61
$257K 0.07%
687
-47
62
$245K 0.06%
2,190
+159
63
$238K 0.06%
3,029
-79
64
$234K 0.06%
1,435
-51
65
$233K 0.06%
1,322
-31
66
$232K 0.06%
5,032
-83
67
$232K 0.06%
117
-9
68
$230K 0.06%
1,110
-51
69
$220K 0.06%
1,316
-29
70
$218K 0.06%
957
-36
71
$211K 0.05%
4,923
-272
72
$203K 0.05%
+2,764
73
$201K 0.05%
+735
74
$182K 0.05%
4,546
-1,920
75
$137K 0.04%
2,525
-88
1 2
3
4