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
$1.1B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$22.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.23M

Top Sells

1
+$115M
2
+$38.6M
3
+$3.51M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Financials 4.93%
2 Technology 4.7%
3 Communication Services 3.42%
4 Healthcare 3.36%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.97M 0.63%
116,430
-1,492
27
$6.94M 0.63%
42,408
+30,878
28
$6.92M 0.63%
234,559
-4,648
29
$6.51M 0.59%
74,900
+8,692
30
$6.5M 0.59%
39,943
-903
31
$6.32M 0.57%
46,458
+4,104
32
$6.23M 0.56%
+110,096
33
$6.03M 0.55%
31,266
-845
34
$5.87M 0.53%
33,165
-362
35
$5.8M 0.53%
48,160
+4,549
36
$5.6M 0.51%
36,003
+121
37
$5.53M 0.5%
28,413
-1,638
38
$5.49M 0.5%
33,163
+125
39
$5.41M 0.49%
54,275
+4,866
40
$5.4M 0.49%
26,230
+1,273
41
$5.08M 0.46%
136,708
-699
42
$4.83M 0.44%
87,686
-1,969
43
$4.78M 0.43%
158,362
+14,707
44
$4.77M 0.43%
40,740
+2,825
45
$4.62M 0.42%
+33,240
46
$4.59M 0.42%
9,126
+520
47
$4.46M 0.4%
63,980
-1,403
48
$4.38M 0.4%
58,944
+9,316
49
$4.38M 0.4%
11,657
-10
50
$4.23M 0.38%
88,951
+1,478
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