HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.09B
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.4M
3
+$4.79M
4
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.27M

Top Sells

1
+$10.4M
2
+$6.83M
3
+$3.96M
4
CBOE icon
Cboe Global Markets
CBOE
+$3.62M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.61M

Sector Composition

1 Technology 0.97%
2 Consumer Discretionary 0.53%
3 Healthcare 0.33%
4 Industrials 0.18%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$579K 0.04%
3,291
-1,376
52
$557K 0.04%
25,700
-51
53
$549K 0.04%
1,049
-47
54
$519K 0.03%
12,417
+1,177
55
$447K 0.03%
4,561
+26
56
$447K 0.03%
1,325
-41
57
$429K 0.03%
+2,532
58
$415K 0.03%
1,204
-129
59
$404K 0.03%
+15,142
60
$399K 0.03%
5,445
-688
61
$390K 0.03%
6,808
-23
62
$386K 0.03%
4,064
+16
63
$364K 0.02%
+2,250
64
$327K 0.02%
3,777
-4
65
$325K 0.02%
+7,909
66
$315K 0.02%
1,130
+335
67
$313K 0.02%
632
+25
68
$300K 0.02%
4,088
-120
69
$295K 0.02%
6,295
+7
70
$291K 0.02%
9,596
71
$286K 0.02%
+590
72
$283K 0.02%
3,076
+6
73
$252K 0.02%
+599
74
$246K 0.02%
9,598
75
$242K 0.02%
3,176
1 2
3
4 5