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
$1.05B
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$36.8M
3
+$35.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$28.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.8M

Top Sells

1
+$15M
2
+$9.01M
3
+$6.23M
4
VFC icon
VF Corp
VFC
+$5.41M
5
WY icon
Weyerhaeuser
WY
+$4.78M

Sector Composition

1 Technology 5.24%
2 Financials 3.9%
3 Healthcare 3.26%
4 Communication Services 2.87%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.05M 0.57%
55,013
-1,426
27
$5.99M 0.57%
75,941
+1,041
28
$5.71M 0.54%
46,503
+45
29
$5.5M 0.52%
41,750
30
$5.49M 0.52%
35,209
+3,943
31
$5.45M 0.52%
56,378
+782
32
$5.23M 0.5%
237,552
+2,993
33
$4.74M 0.45%
30,936
+2,523
34
$4.47M 0.42%
33,441
+276
35
$4.43M 0.42%
88,464
+778
36
$4.24M 0.4%
136,855
+147
37
$4.14M 0.39%
34,062
+822
38
$4.14M 0.39%
32,126
-10,282
39
$4.1M 0.39%
9,325
+199
40
$4.01M 0.38%
35,891
-112
41
$3.97M 0.38%
42,483
+1,743
42
$3.68M 0.35%
31,869
-1,294
43
$3.67M 0.35%
61,913
+2,969
44
$3.45M 0.33%
47,614
-546
45
$3.43M 0.33%
45,822
+292
46
$3.37M 0.32%
21,505
+129
47
$3.36M 0.32%
25,934
-296
48
$3.32M 0.32%
25,038
+34
49
$3.24M 0.31%
33,857
+166
50
$3.21M 0.31%
487,520
+442,120
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