HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$1.9B
This Quarter Return
+6.57%
1 Year Return
+15.29%
3 Year Return
+48.9%
5 Year Return
+71.6%
10 Year Return
+152.32%
AUM
$1.46B
AUM Growth
+$1.46B
(+5.3%)
Cap. Flow
-$5.86M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
79.56%
Holding
169
New
13
Increased
88
Reduced
55
Closed
9
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$104M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.66M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.5M |
| 4 |
WisdomTree International Efficient Core Fund
NTSI
|
$1.39M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.23M |
Top Sells
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Consumer Discretionary | 1.09% |
| 3 | Financials | 0.71% |
| 4 | Healthcare | 0.59% |
| 5 | Communication Services | 0.42% |
