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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
$26M
AUM Growth
-$408M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$338K
3
+$332K
4
NFLX icon
Netflix
NFLX
+$243K
5
NVDA icon
NVIDIA
NVDA
+$210K

Top Sells

1
+$94.5M
2
+$91.6M
3
+$75.7M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$49.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$34.1M

Sector Composition

1 Communication Services 11.99%
2 Financials 11.55%
3 Technology 10.89%
4 Healthcare 5.87%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
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