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
126
$58.7K ﹤0.01%
+138
127
$58.6K ﹤0.01%
+242
128
$58.3K ﹤0.01%
+533
129
$58K ﹤0.01%
+769
130
$54.9K ﹤0.01%
+160
131
$54.9K ﹤0.01%
+852
132
$54.7K ﹤0.01%
+146
133
$53.8K ﹤0.01%
+245
134
$52K ﹤0.01%
+1,801
135
$50.7K ﹤0.01%
+144
136
$49.5K ﹤0.01%
+964
137
$49.2K ﹤0.01%
+911
138
$48.3K ﹤0.01%
+114
139
$47.7K ﹤0.01%
+816
140
$47.5K ﹤0.01%
+285
141
$47.2K ﹤0.01%
+549
142
$44.6K ﹤0.01%
+210
143
$43.6K ﹤0.01%
+514
144
$43.5K ﹤0.01%
86
-502
145
$42K ﹤0.01%
+900
146
$42K ﹤0.01%
+2,269
147
$41.7K ﹤0.01%
+122
148
$41.6K ﹤0.01%
+317
149
$39.4K ﹤0.01%
+440
150
$38.6K ﹤0.01%
+217
4 5
6
7 8