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
$1.51B
AUM Growth
+$69.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$5.4M
3
+$4.79M
4
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.58M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.27M

Top Sells

1
+$10.4M
2
+$6.83M
3
+$3.96M
4
CBOE icon
Cboe Global Markets
CBOE
+$3.62M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.61M

Sector Composition

1 Technology 0.97%
2 Consumer Discretionary 0.53%
3 Healthcare 0.33%
4 Industrials 0.18%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.02%
+1,318
77
$219K 0.01%
+3,819
78
$213K 0.01%
2,645
-400
79
$213K 0.01%
442
-92
80
$212K 0.01%
2,392
-68
81
$209K 0.01%
+10,071
82
$208K 0.01%
5,976
83
$202K 0.01%
+1,604
84
$149K 0.01%
+3,270
85
$82.5K 0.01%
10,105
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86
– –
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87
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89
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– –
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92
– –
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– –
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94
– –
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95
– –
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96
– –
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97
– –
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– –
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99
– –
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– –
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1 2 3
4
5