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
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.77%
2 Financials 2.49%
3 Industrials 1.55%
4 Consumer Discretionary 1.5%
5 Technology 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$122K 0.04%
+3,646
102
$117K 0.04%
+2,272
103
$95K 0.03%
+1,659
104
$58K 0.02%
+1,294
105
$56K 0.02%
+2,435
106
$12K ﹤0.01%
+75
107
$11K ﹤0.01%
+151
108
$7K ﹤0.01%
+198
109
$5K ﹤0.01%
+220