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
$1.34B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$98M
3
+$9.9M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.05M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$4.95M

Top Sells

1
+$101M
2
+$92.4M
3
+$5.17M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$1.77M
5
EFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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