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HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$783K
3
+$549K
4
BNY
Bank of New York Mellon
BNY
+$304K
5
WMT icon
Walmart Inc
WMT
+$299K

Top Sells

1
+$2M
2
+$1.78M
3
+$951K
4
BAC icon
Bank of America
BAC
+$842K
5
AMZN icon
Amazon
AMZN
+$510K

Sector Composition

1 Financials 2.58%
2 Healthcare 2.1%
3 Technology 1.37%
4 Industrials 1.34%
5 Energy 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-381
127
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128
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129
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-6,772
130
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-576
131
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-142
132
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-1,980
133
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-2,930
134
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-2
135
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-2,665
136
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-7,506
137
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-3,670
138
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-30,340
139
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-5,575
140
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-48,961
141
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-10,691
142
– –
-1,805
143
– –
-3,667
144
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-210
145
– –
-4,249
2 3 4 5
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