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
$332M
AUM Growth
+$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$570K
3
+$537K
4
AFSI
AmTrust Financial Services, Inc.
AFSI
+$481K
5
BK icon
Bank of New York Mellon
BK
+$464K

Top Sells

1
+$1.99M
2
+$1.84M
3
+$963K
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
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