HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.09B
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$572M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$86.1M
3
+$65.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$45.6M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$42.7M

Top Sells

1
+$83.8M
2
+$71.2M
3
+$1.82M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.34M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.09M

Sector Composition

1 Technology 1.18%
2 Communication Services 0.58%
3 Healthcare 0.49%
4 Financials 0.44%
5 Industrials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
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