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
$980M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$24M
3
+$14.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.29M

Top Sells

1
+$44.3M
2
+$33.1M
3
+$28.2M
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$26.7M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$11M

Sector Composition

1 Financials 4.27%
2 Technology 4.02%
3 Communication Services 2.98%
4 Healthcare 2.92%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 0.62%
54,326
-1,684
27
$5.88M 0.6%
248,434
-66,134
28
$5.77M 0.59%
16,708
-50
29
$5.69M 0.58%
141,135
-175
30
$5.66M 0.58%
45,978
+2,329
31
$5.59M 0.57%
69,882
-2,235
32
$5.37M 0.55%
45,881
-1,160
33
$5.21M 0.53%
+37,182
34
$5.12M 0.52%
63,356
+607
35
$5.1M 0.52%
45,904
-99,314
36
$4.91M 0.5%
98,334
-5,482
37
$4.83M 0.49%
27,811
-311
38
$4.67M 0.48%
32,520
-978
39
$4.6M 0.47%
112,541
-44,348
40
$4.56M 0.47%
28,679
-921
41
$4.54M 0.46%
55,486
-2,041
42
$4.41M 0.45%
25,672
+1,693
43
$4.4M 0.45%
39,416
+38
44
$4.28M 0.44%
+748,231
45
$4.16M 0.42%
82,848
-11,874
46
$3.96M 0.4%
138,610
47
$3.96M 0.4%
35,643
+18,897
48
$3.88M 0.4%
+147,185
49
$3.87M 0.39%
37,218
-357
50
$3.77M 0.39%
88,230
+84
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