HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
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
+$94M
2
+$85.8M
3
+$74M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$54.8M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$51M

Top Sells

1
+$100M
2
+$84.5M
3
+$1.82M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.71M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.29M

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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