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
$1.04B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$84.6M
2 +$80.8M
3 +$73.4M
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$55.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$47.9M

Top Sells

1 +$85.3M
2 +$6.3M
3 +$4.22M
4
UPS icon
United Parcel Service
UPS
+$1.15M
5
IWC icon
iShares Micro-Cap ETF
IWC
+$394K

Sector Composition

1 Technology 1.48%
2 Consumer Discretionary 0.55%
3 Communication Services 0.53%
4 Healthcare 0.38%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,724
102
-4,237