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
$376M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$1.83M
3 +$672K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$420K
5
SBUX icon
Starbucks
SBUX
+$325K

Top Sells

1 +$26.7M
2 +$999K
3 +$794K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$654K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$652K

Sector Composition

1 Technology 1.07%
2 Financials 0.75%
3 Communication Services 0.75%
4 Healthcare 0.65%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,676
77
-883
78
-33,742
79
-4
80
-1,969