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
$1.44B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$104M
2 +$10.3M
3 +$8.37M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M
5
AAPL icon
Apple
AAPL
+$5.77M

Sector Composition

1 Technology 0.9%
2 Consumer Discretionary 0.79%
3 Healthcare 0.38%
4 Financials 0.36%
5 Industrials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,365
102
-928
103
-680
104
-2,200