HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$1.9B
This Quarter Return
-6.23%
1 Year Return
+15.29%
3 Year Return
+48.9%
5 Year Return
+71.6%
10 Year Return
+152.32%
AUM
$1.51B
AUM Growth
+$1.51B
(-3.7%)
Cap. Flow
+$44.9M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
76.89%
Holding
176
New
17
Increased
88
Reduced
48
Closed
19
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Financials | 0.89% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Healthcare | 0.6% |
| 5 | Communication Services | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| – | – |
-71,051
| Closed | -$8.17M |
|