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
$372M
AUM Growth
+$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$4.9M
2 +$1.04M
3 +$771K
4
AAPL icon
Apple
AAPL
+$635K
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$630K

Top Sells

1 +$3.86M
2 +$2M
3 +$462K
4
MS icon
Morgan Stanley
MS
+$383K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$380K

Sector Composition

1 Technology 2.19%
2 Industrials 1.09%
3 Financials 1.03%
4 Communication Services 1%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-708
77
-1,024
78
-8,736
79
-702
80
-1,773