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
$1.39B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$94.3M
2
+$30.7M
3
+$26.2M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$14.9M
5
NTSE icon
WisdomTree Emerging Markets Efficient Core Fund
NTSE
+$11.4M

Top Sells

1
+$98M
2
+$52.5M
3
+$12.1M
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$2.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.44M

Sector Composition

1 Technology 1.58%
2 Consumer Discretionary 0.86%
3 Financials 0.76%
4 Healthcare 0.71%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$796K 0.06%
26,460
+316
52
$795K 0.06%
12,068
-2,183
53
$785K 0.06%
5,592
54
$754K 0.05%
7,520
+165
55
$750K 0.05%
4,950
+163
56
$735K 0.05%
2,761
-22
57
$730K 0.05%
2,310
-237
58
$728K 0.05%
8,830
+4,644
59
$718K 0.05%
2,064
-20
60
$671K 0.05%
5,578
-459
61
$663K 0.05%
1,204
-85
62
$649K 0.05%
44,380
-290
63
$642K 0.05%
5,822
-289
64
$627K 0.04%
16,093
-61
65
$627K 0.04%
18,919
-3,018
66
$588K 0.04%
3,276
+162
67
$580K 0.04%
11,325
-181
68
$558K 0.04%
3,091
-337
69
$554K 0.04%
1,878
+55
70
$546K 0.04%
2,549
+119
71
$545K 0.04%
3,371
+256
72
$538K 0.04%
4,849
+363
73
$512K 0.04%
4,734
+682
74
$511K 0.04%
7,641
-57
75
$507K 0.04%
4,206
+36
1 2
3
4 5