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
$1.5B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$4.19M
3
+$3.55M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.63M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.48M

Top Sells

1
+$18.1M
2
+$17M
3
+$4.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.39M

Sector Composition

1 Technology 5.32%
2 Financials 3.55%
3 Communication Services 2.8%
4 Healthcare 2.73%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.33M 0.56%
42,276
-835
27
$8.24M 0.55%
52,371
-132
28
$7.61M 0.51%
69,495
-1,336
29
$7.32M 0.49%
52,612
+164
30
$7.26M 0.49%
34,151
+281
31
$7.23M 0.48%
33,425
-24
32
$7.08M 0.47%
38,909
+977
33
$7.02M 0.47%
29,972
-1,075
34
$6.86M 0.46%
25,164
-239
35
$6.84M 0.46%
40,594
-1,348
36
$6.67M 0.45%
27,222
-1,671
37
$6.63M 0.44%
9,193
+54
38
$6.47M 0.43%
495,640
+2,040
39
$6.18M 0.41%
90,463
+2,645
40
$5.96M 0.4%
2,677
+50
41
$5.76M 0.39%
115,672
+397
42
$5.71M 0.38%
27,629
43
$5.26M 0.35%
27,017
-4,389
44
$5.26M 0.35%
27,002
-1,094
45
$5.16M 0.35%
33,553
+762
46
$5.09M 0.34%
87,046
+2,758
47
$4.94M 0.33%
134,268
-3,006
48
$4.78M 0.32%
220,205
-4,420
49
$4.75M 0.32%
11,307
50
$4.73M 0.32%
33,469
-697
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