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
$1.39B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$94.3M
2
+$30.7M
3
+$26.2M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$14.9M
5
NTSE icon
WisdomTree Emerging Markets Efficient Core Fund
NTSE
+$11.4M

Top Sells

1
+$98M
2
+$52.5M
3
+$12.1M
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$2.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.44M

Sector Composition

1 Technology 1.58%
2 Consumer Discretionary 0.86%
3 Financials 0.76%
4 Healthcare 0.71%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.02%
2,788
+117
102
$294K 0.02%
756
+17
103
$293K 0.02%
3,142
-647
104
$290K 0.02%
3,391
105
$288K 0.02%
1,342
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106
$287K 0.02%
6,234
+86
107
$276K 0.02%
2,158
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108
$275K 0.02%
3,161
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109
$274K 0.02%
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110
$272K 0.02%
1,234
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111
$272K 0.02%
1,283
-90
112
$270K 0.02%
630
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113
$269K 0.02%
1,407
+4
114
$267K 0.02%
4,117
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115
$264K 0.02%
3,955
-180
116
$263K 0.02%
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-194
117
$260K 0.02%
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118
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2,364
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119
$256K 0.02%
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120
$255K 0.02%
+3,206
121
$255K 0.02%
+7,293
122
$255K 0.02%
6,172
-3,701
123
$252K 0.02%
+1,053
124
$252K 0.02%
+949
125
$251K 0.02%
1,656
+10
3 4
5
6 7