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
$380M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$92.6M
2 +$2.5M
3 +$1.05M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$651K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$391K

Top Sells

1 +$92.6M
2 +$657K
3 +$303K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$303K
5
PM icon
Philip Morris
PM
+$204K

Sector Composition

1 Technology 1.54%
2 Financials 1.07%
3 Communication Services 0.86%
4 Industrials 0.85%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-806