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
$26M
AUM Growth
-$408M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$672K
2 +$346K
3 +$341K
4
NFLX icon
Netflix
NFLX
+$250K
5
NVDA icon
NVIDIA
NVDA
+$243K

Top Sells

1 +$94.5M
2 +$91.6M
3 +$75.7M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$49.3M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$34.1M

Sector Composition

1 Communication Services 11.99%
2 Financials 11.55%
3 Technology 10.89%
4 Healthcare 5.87%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,953
77
-3,975
78
-3,331
79
-710,824
80
-1,032,973
81
-4,243