HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.09B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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 Buys

1
+$102M
2
+$4.53M
3
+$3.54M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$3.39M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.33M

Top Sells

1
+$104M
2
+$9.65M
3
+$7.81M
4
AAPL icon
Apple
AAPL
+$5.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.48M

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
– –
-2,063,625
102
– –
-596
103
– –
-11,382
104
– –
-1,837
1 2 3 4
5