HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$1.9B
This Quarter Return
+2.38%
1 Year Return
+15.29%
3 Year Return
+48.9%
5 Year Return
+71.6%
10 Year Return
+152.32%
AUM
$278M
AUM Growth
+$278M
(+20%)
Cap. Flow
+$39.9M
Cap. Flow
% of AUM
14.33%
Top 10 Holdings %
Top 10 Hldgs %
89.66%
Holding
101
New
3
Increased
14
Reduced
60
Closed
22
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$16.4M |
| 2 |
iShares MSCI Emerging Markets ETF
EEM
|
$6.26M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$5.3M |
| 4 |
iShares Global Infrastructure ETF
IGF
|
$2.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.16M |
Sector Composition
| 1 | Healthcare | 1.27% |
| 2 | Financials | 1.2% |
| 3 | Technology | 1.07% |
| 4 | Communication Services | 0.96% |
| 5 | Industrials | 0.81% |