HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.09B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$76.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$2.8M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.08M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$540K

Top Sells

1
+$22.3M
2
+$11.1M
3
+$10.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$6.94M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.99M

Sector Composition

1 Technology 2.06%
2 Financials 0.92%
3 Healthcare 0.68%
4 Communication Services 0.62%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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