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SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.97B
1-Year Est. Return
16.57%
This Fund
S&P 500
This Quarter
Est. Return
-1.78%
1 Year Est. Return
+16.57%
3 Year Est. Return
+47.95%
5 Year Est. Return
+48.62%
10 Year Est. Return
+175.6%
AUM
$2.97B
AUM Growth
+$106M
(+3.7%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
60.08%
Holding
213
New
16
Increased
88
Reduced
70
Closed
9
Top Buys
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$82.4M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$41.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$25.3M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$18.4M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$12.3M |
Top Sells
| 1 |
Veeva Systems
VEEV
|
+$11.8M |
| 2 |
Doximity
DOCS
|
+$10.6M |
| 3 |
Zoom
ZM
|
+$10.2M |
| 4 |
Abbott
ABT
|
+$5.79M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.54M |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 2.95% |
| 3 | Consumer Discretionary | 2.37% |
| 4 | Communication Services | 2.18% |
| 5 | Industrials | 1.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Real Estate ETF
IYR
$4.83B
| $17.5M | 0.59% |
185,028
+1,227
| +0.7% | +$119K |
|
27
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.85B
| $16.5M | 0.56% |
326,082
-6,664
| -2% | -$337K |
|
28
Visa
V
$694B
| $14.7M | 0.49% |
48,475
-231
| -0.5% | -$74.3K |
|
29
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
| $14.5M | 0.49% |
287,134
-8,755
| -3% | -$443K |
|
30
PGIM Ultra Short Bond ETF
PULS
$17.6B
| $14.3M | 0.48% |
289,424
-9,441
| -3% | -$469K |
|
31
Parker-Hannifin
PH
$121B
| $13.6M | 0.46% |
15,138
-310
| -2% | -$293K |
|
32
TJX Companies
TJX
$171B
| $13.5M | 0.45% |
84,462
-569
| -0.7% | -$88.6K |
|
33
Chevron
CVX
$366B
| $12.7M | 0.43% |
61,484
-1,489
| -2% | -$272K |
|
34
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.8B
| $12.6M | 0.42% |
131,592
+2,189
| +2% | +$217K |
|
35
Berkshire Hathaway Class A
BRK.A
$1.06T
| $12.2M | 0.41% |
17
-1
| -6% | -$736K |
|
36
Broadcom
AVGO
$1.78T
| $12.1M | 0.41% |
39,103
+2,691
| +7% | +$885K |
|
37
Johnson & Johnson
JNJ
$602B
| $12M | 0.4% |
49,043
-102
| -0.2% | -$23.8K |
|
38
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $10.9M | 0.37% |
139,622
+27
| +0% | +$2.13K |
|
39
CME Group
CME
$89B
| $10.8M | 0.36% |
36,693
-567
| -2% | -$168K |
|
40
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
| $9.95M | 0.33% |
209,264
+23,864
| +13% | +$1.14M |
|
|
41
Berkshire Hathaway Class B
BRK.B
$1.06T
| $9.73M | 0.33% |
20,305
+1,255
| +7% | +$616K |
|
42
Vanguard Small-Cap ETF
VB
$80.2B
| $9.27M | 0.31% |
35,399
-476
| -1% | -$129K |
|
43
Blackrock
BLK
$168B
| $8.8M | 0.3% |
9,150
+157
| +2% | +$165K |
|
44
Ecolab
ECL
$77.6B
| $8.46M | 0.28% |
31,807
-47
| -0.1% | -$13.3K |
|
45
Procter & Gamble
PG
$353B
| $7.99M | 0.27% |
55,350
+2,148
| +4% | +$326K |
|
46
American Electric Power
AEP
$72.4B
| $7.96M | 0.27% |
60,698
-150
| -0.2% | -$18.8K |
|
47
Eli Lilly
LLY
$1.04T
| $7.9M | 0.27% |
8,593
+182
| +2% | +$185K |
|
48
Honeywell
HON
$71.7B
| $7.55M | 0.25% |
33,403
-510
| -2% | -$117K |
|
49
Stryker
SYK
$127B
| $7.52M | 0.25% |
22,879
+2
| +0% | +$718 |
|
50
Waste Management
WM
$97.3B
| $7.33M | 0.25% |
31,904
-190
| -0.6% | -$43.7K |
|
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