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
$1.07B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.4M
3
+$17.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.46M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7M

Top Sells

1
+$68.9M
2
+$3.65M
3
+$2.18M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$916K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$869K

Sector Composition

1 Healthcare 6.45%
2 Financials 4.68%
3 Technology 4.09%
4 Communication Services 3.06%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 0.6%
32,111
-1,601
27
$6.18M 0.58%
47,739
-703
28
$6.08M 0.57%
117,922
-3,236
29
$6.06M 0.57%
40,846
-1,060
30
$5.79M 0.54%
35,882
-1,111
31
$5.67M 0.53%
33,527
+5,601
32
$5.54M 0.52%
66,208
-2,118
33
$5.51M 0.52%
30,051
-1,845
34
$5.42M 0.51%
42,354
-1,689
35
$5.17M 0.49%
43,611
-1,639
36
$5.08M 0.48%
33,038
+30,658
37
$4.96M 0.47%
89,655
-4,669
38
$4.68M 0.44%
137,407
-23
39
$4.62M 0.43%
65,383
+2,967
40
$4.54M 0.43%
37,915
-1,185
41
$4.54M 0.43%
39,810
42
$4.51M 0.42%
24,957
-854
43
$4.4M 0.41%
49,409
-2,018
44
$4.18M 0.39%
26,942
-2,548
45
$4.11M 0.39%
11,667
46
$4.11M 0.39%
138,610
47
$4.05M 0.38%
35,230
-1,375
48
$3.98M 0.37%
143,655
-4,014
49
$3.83M 0.36%
8,606
-237
50
$3.66M 0.34%
87,473
-1,060
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