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
$1.39B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$94.3M
2
+$30.7M
3
+$26.2M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$14.9M
5
NTSE icon
WisdomTree Emerging Markets Efficient Core Fund
NTSE
+$11.4M

Top Sells

1
+$98M
2
+$52.5M
3
+$12.1M
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$2.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.44M

Sector Composition

1 Technology 1.58%
2 Consumer Discretionary 0.86%
3 Financials 0.76%
4 Healthcare 0.71%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.02%
2,973
+116
127
$245K 0.02%
+1,112
128
$244K 0.02%
+1,654
129
$244K 0.02%
+1,557
130
$239K 0.02%
4,580
+27
131
$239K 0.02%
749
+3
132
$238K 0.02%
+731
133
$230K 0.02%
3,738
+24
134
$227K 0.02%
951
-92
135
$227K 0.02%
5,161
+37
136
$225K 0.02%
+412
137
$222K 0.02%
+1,166
138
$217K 0.02%
+3,855
139
$215K 0.02%
1,470
-186
140
$215K 0.02%
+5,455
141
$214K 0.02%
1,658
+121
142
$214K 0.02%
+2,875
143
$213K 0.02%
867
-15
144
$213K 0.02%
+2,104
145
$213K 0.02%
+2,075
146
$210K 0.02%
1,909
-720
147
$206K 0.01%
+667
148
$206K 0.01%
+3,442
149
$204K 0.01%
+616
150
$202K 0.01%
+1,560
3 4 5
6
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