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
$929M
AUM Growth
-$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$15.8M
3
+$9.14M
4
IEV icon
iShares Europe ETF
IEV
+$6.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.82M

Top Sells

1
+$21.8M
2
+$21.2M
3
+$10.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.03M
5
SLB icon
SLB Limited
SLB
+$3.79M

Sector Composition

1 Financials 3.75%
2 Technology 3.35%
3 Communication Services 2.94%
4 Healthcare 2.83%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.39M 0.69%
+163,246
27
$6.14M 0.66%
56,010
-275
28
$6.1M 0.66%
44,565
-459
29
$5.91M 0.64%
125,987
+1,648
30
$5.85M 0.63%
141,310
-3,319
31
$5.82M 0.63%
+156,889
32
$5.69M 0.61%
61,897
-467
33
$5.62M 0.6%
42,856
+40,336
34
$5.37M 0.58%
36,474
-35
35
$5.22M 0.56%
72,117
-2,005
36
$5.07M 0.55%
16,758
-20
37
$5.02M 0.54%
31,757
+777
38
$4.75M 0.51%
43,649
-2,436
39
$4.74M 0.51%
54,498
-989
40
$4.72M 0.51%
94,722
+3,284
41
$4.71M 0.51%
94,007
-7,698
42
$4.48M 0.48%
28,122
-593
43
$4.39M 0.47%
33,498
-288
44
$4.3M 0.46%
47,041
-196
45
$4.28M 0.46%
62,749
-10,583
46
$4.16M 0.45%
103,816
-637
47
$3.91M 0.42%
29,600
-1,801
48
$3.86M 0.42%
57,527
-67
49
$3.86M 0.42%
138,610
+8,412
50
$3.84M 0.41%
39,378
-567
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2
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