SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$15.6M
3
+$2.52M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$315K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$265K

Top Sells

1
+$14.8M
2
+$13.9M
3
+$10.1M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.05M

Sector Composition

1 Communication Services 5.46%
2 Technology 5.17%
3 Financials 4.4%
4 Consumer Staples 3.65%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 0.74%
61,688
-4,042
27
$4.26M 0.73%
88,524
-5,498
28
$4.19M 0.72%
56,336
-3,226
29
$4.17M 0.71%
140,178
-5,569
30
$4.09M 0.7%
112,818
-5,101
31
$4.08M 0.7%
40,559
-2,142
32
$4.07M 0.7%
36,594
-2,079
33
$4.01M 0.69%
64,095
-2,598
34
$3.86M 0.66%
43,527
-4,942
35
$3.81M 0.65%
47,028
-1,632
36
$3.77M 0.65%
94,520
-26,220
37
$3.77M 0.65%
16,414
-724
38
$3.75M 0.64%
126,705
-7,444
39
$3.72M 0.64%
39,429
-1,855
40
$3.71M 0.64%
87,791
-4,119
41
$3.69M 0.63%
145,343
-10,211
42
$3.67M 0.63%
48,288
-510
43
$3.39M 0.58%
73,044
-3,511
44
$3.3M 0.57%
36,069
-713
45
$3.24M 0.56%
62,230
-3,820
46
$3.1M 0.53%
36,322
-1,374
47
$3.09M 0.53%
68,574
-4,421
48
$3.06M 0.52%
11,637
49
$3.04M 0.52%
37,639
-3,353
50
$2.98M 0.51%
28,638
-1,682
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