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HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.06B
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19%
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
+$98.9M
3
+$10.4M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.5M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$5.36M

Top Sells

1
+$101M
2
+$101M
3
+$5.6M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$1.86M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

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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