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
$385M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$2.49M
2 +$982K
3 +$712K
4
IBM icon
IBM
IBM
+$264K
5
ABT icon
Abbott
ABT
+$203K

Sector Composition

1 Technology 1.8%
2 Financials 1.16%
3 Industrials 0.92%
4 Communication Services 0.88%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,802
77
-7,790