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
$1.78B
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$8.09M
3
+$5.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$4.79M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$3.29M

Top Sells

1
+$90.2M
2
+$2.68M
3
+$1.82M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.4M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.36M

Sector Composition

1 Technology 0.7%
2 Consumer Discretionary 0.3%
3 Healthcare 0.25%
4 Industrials 0.18%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.01%
+3,455
77
$190K 0.01%
657
-1,699
78
$185K 0.01%
+4,390
79
$171K 0.01%
+2,127
80
$170K 0.01%
+290
81
$160K 0.01%
+1,193
82
$154K 0.01%
+1,208
83
$151K 0.01%
+333
84
$142K 0.01%
+718
85
$137K 0.01%
+435
86
$136K 0.01%
4,880
-3,040
87
$135K 0.01%
+2,296
88
$132K 0.01%
+3,000
89
$131K 0.01%
+2,804
90
$129K 0.01%
+5,664
91
$127K 0.01%
+7,620
92
$119K 0.01%
+1,338
93
$119K 0.01%
+898
94
$119K 0.01%
+1,648
95
$113K 0.01%
+9,450
96
$111K 0.01%
+1,935
97
$108K 0.01%
+3,945
98
$107K 0.01%
+930
99
$102K 0.01%
+111
100
$100K 0.01%
+4,328
2 3
4
5 6