HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$1.9B
This Quarter Return
+1.69%
1 Year Return
+15.29%
3 Year Return
+48.9%
5 Year Return
+71.6%
10 Year Return
+152.32%
AUM
$1.7B
AUM Growth
+$1.7B
(+13%)
Cap. Flow
+$172M
Cap. Flow
% of AUM
10.1%
Top 10 Holdings %
Top 10 Hldgs %
86.68%
Holding
88
New
3
Increased
29
Reduced
36
Closed
10
Top Buys
| 1 |
iShares US Equity Factor ETF
LRGF
|
$143M |
| 2 |
iShares International Equity Factor ETF
INTF
|
$58.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$19.7M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.2M |
| 5 |
WisdomTree US Efficient Core Fund
NTSX
|
$5.19M |
Top Sells
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Consumer Discretionary | 0.43% |
| 3 | Healthcare | 0.29% |
| 4 | Industrials | 0.16% |
| 5 | Communication Services | 0.14% |
