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
$1.51B
AUM Growth
-$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M
2 +$22.4M
3 +$7.54M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$6.31M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$5.86M

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 Change
in Stake
Capital Flow
176
-823