HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$1.9B
This Quarter Return
-11.77%
1 Year Return
+15.29%
3 Year Return
+48.9%
5 Year Return
+71.6%
10 Year Return
+152.32%
AUM
$1.34B
AUM Growth
+$1.34B
(-11%)
Cap. Flow
+$39.7M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
78.11%
Holding
166
New
10
Increased
78
Reduced
49
Closed
28
Top Buys
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$101M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$92.4M |
| 3 |
WisdomTree US Efficient Core Fund
NTSX
|
$5.17M |
| 4 |
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
|
$1.77M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.34M |
Sector Composition
| 1 | Technology | 1.8% |
| 2 | Consumer Discretionary | 0.74% |
| 3 | Financials | 0.74% |
| 4 | Healthcare | 0.67% |
| 5 | Communication Services | 0.42% |
