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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
$1.36B
AUM Growth
-$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.22M
3
+$1.95M
4
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$1.55M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$1.29M

Top Sells

1
+$95.2M
2
+$14.5M
3
+$9.1M
4
AAPL icon
Apple
AAPL
+$5.78M
5
AMZN icon
Amazon
AMZN
+$1.75M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.8%
3 Financials 0.3%
4 Industrials 0.18%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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154
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155
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157
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160
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-6,400
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163
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164
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165
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-4,156
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