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
$1.78B
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$8.09M
3
+$5.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$4.79M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$3.29M

Top Sells

1
+$90.2M
2
+$2.68M
3
+$1.82M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.4M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.36M

Sector Composition

1 Technology 0.7%
2 Consumer Discretionary 0.3%
3 Healthcare 0.25%
4 Industrials 0.18%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$100K 0.01%
+592
102
$99.4K 0.01%
+3,510
103
$94.1K 0.01%
+1,008
104
$87.2K ﹤0.01%
+140
105
$81.5K ﹤0.01%
+2,984
106
$81.5K ﹤0.01%
2,098
-1,042
107
$80.9K ﹤0.01%
+9,900
108
$79.3K ﹤0.01%
+4,109
109
$78.6K ﹤0.01%
+441
110
$77.1K ﹤0.01%
+1,237
111
$74.4K ﹤0.01%
+1,258
112
$74.2K ﹤0.01%
12,435
+2,100
113
$71.3K ﹤0.01%
+308
114
$71.3K ﹤0.01%
+880
115
$71.3K ﹤0.01%
+1,760
116
$70.2K ﹤0.01%
+251
117
$68.2K ﹤0.01%
+345
118
$68.1K ﹤0.01%
+293
119
$66.5K ﹤0.01%
+5,000
120
$65.8K ﹤0.01%
+1,165
121
$63.7K ﹤0.01%
+1,264
122
$62.6K ﹤0.01%
+161
123
$62.4K ﹤0.01%
+580
124
$60.6K ﹤0.01%
+1,394
125
$59.2K ﹤0.01%
+247
3 4
5
6 7