HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$2.06B
1-Year Est. Return
19%
This Fund
S&P 500
1 Year Est. Return
+19%
AUM
$2.09B
AUM Growth
+$46.1M
(+2.3%)
Holding
755
Top Buys
| 1 | +$5.31M | |
| 2 | +$2.57M | |
| 3 | +$2.5M | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$1.39M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$844K |
Top Sells
| 1 | +$2.15M | |
| 2 | +$2.09M | |
| 3 | +$1.26M | |
| 4 |
Apple
AAPL
|
+$1.17M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$884K |
Sector Composition
| 1 | Technology | 0.48% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Communication Services | 0.28% |
| 4 | Healthcare | 0.23% |
| 5 | Financials | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Targa Resources
TRGP
$50B
| – | – |
-67
|
|
||
752
Thomson Reuters
TRI
$42.8B
| – | – |
-13
|
|
||
753
Angi Inc
ANGI
$299M
| – | – |
-4
|
|
||
754
Alcoa
AA
$17.7B
| – | – |
-44
|
|
||
755
Arch Capital
ACGL
$35.2B
| – | – |
-39
|
|