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
$393M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.1%
2 Financials 1.03%
3 Communication Services 0.7%
4 Healthcare 0.65%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.05%
1,890
-119
77
$209K 0.05%
3,201
-115
78
$203K 0.05%
883
-391
79
-4,229
80
-5,269
81
-3,251
82
-18,588
83
-3,335