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
$1.36B
AUM Growth
-$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$2.31M
3
+$2.07M
4
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.54M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.28M

Top Sells

1
+$94.5M
2
+$14.5M
3
+$9.47M
4
AAPL icon
Apple
AAPL
+$6.43M
5
AMZN icon
Amazon
AMZN
+$1.99M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.8%
3 Financials 0.3%
4 Industrials 0.18%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$461K 0.03%
7,277
-381
52
$445K 0.03%
5,319
-1,886
53
$442K 0.03%
10,854
+591
54
$436K 0.03%
4,447
-266
55
$401K 0.03%
16,098
+6,435
56
$394K 0.03%
1,657
-4,092
57
$390K 0.03%
886
-1,019
58
$387K 0.03%
1,759
+255
59
$385K 0.03%
3,185
-9,400
60
$381K 0.03%
1,346
-9
61
$380K 0.03%
21,771
62
$355K 0.03%
1,289
-53
63
$343K 0.03%
3,350
-41
64
$326K 0.02%
7,502
-2,123
65
$314K 0.02%
711
-39
66
$299K 0.02%
8,867
-681
67
$284K 0.02%
6,105
-185
68
$270K 0.02%
1,664
69
$266K 0.02%
553
-1,603
70
$266K 0.02%
4,066
-553
71
$260K 0.02%
1,530
+3
72
$256K 0.02%
2,135
-13,395
73
$254K 0.02%
1,832
-411
74
$251K 0.02%
+3,772
75
$250K 0.02%
+2,551
1 2
3
4 5