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
$382M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Sells

1 +$4.36M
2 +$2.9M
3 +$1.98M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$497K
5
PG icon
Procter & Gamble
PG
+$448K

Sector Composition

1 Technology 2.36%
2 Industrials 1.09%
3 Communication Services 1.05%
4 Healthcare 1.02%
5 Financials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.05%
+2,003
77
$202K 0.05%
+1,784
78
$202K 0.05%
771
-127
79
$202K 0.05%
+6,390
80
$177K 0.05%
3,185
-251
81
-843
82
-2,279
83
-8,133
84
-700