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
$1.78B
AUM Growth
-$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$95.9M
2
+$8.09M
3
+$5.03M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$4.79M
5
NTSI icon
WisdomTree International Efficient Core Fund
NTSI
+$3.29M

Top Sells

1
+$90.2M
2
+$2.68M
3
+$1.82M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.4M
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$1.36M

Sector Composition

1 Technology 0.7%
2 Consumer Discretionary 0.3%
3 Healthcare 0.25%
4 Industrials 0.18%
5 Communication Services 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38.5K ﹤0.01%
+361
152
$38.1K ﹤0.01%
+157
153
$37.6K ﹤0.01%
+497
154
$36.7K ﹤0.01%
+532
155
$35.7K ﹤0.01%
+220
156
$35.2K ﹤0.01%
+105
157
$34.3K ﹤0.01%
+473
158
$33.5K ﹤0.01%
+166
159
$33K ﹤0.01%
+246
160
$32.2K ﹤0.01%
+174
161
$31.6K ﹤0.01%
+60
162
$31.5K ﹤0.01%
+315
163
$31.3K ﹤0.01%
+45
164
$29.5K ﹤0.01%
+244
165
$28.2K ﹤0.01%
+283
166
$27K ﹤0.01%
+74
167
$26.3K ﹤0.01%
+250
168
$26K ﹤0.01%
+307
169
$26K ﹤0.01%
+520
170
$25.8K ﹤0.01%
+390
171
$24.8K ﹤0.01%
+1,377
172
$23.4K ﹤0.01%
+45
173
$23K ﹤0.01%
+133
174
$23K ﹤0.01%
+282
175
$22.8K ﹤0.01%
+206
5 6
7
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