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
$1.65B
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.35M
3
+$4.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.51M

Top Sells

1
+$3.27M
2
+$1.8M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 6.02%
2 Financials 4.01%
3 Healthcare 2.89%
4 Industrials 2.66%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.07M 0.55%
46,914
+4,509
27
$8.71M 0.53%
53,942
-341
28
$8.68M 0.53%
51,329
-957
29
$7.91M 0.48%
37,935
+1,052
30
$7.78M 0.47%
145,998
+812
31
$7.75M 0.47%
65,580
-1,855
32
$7.64M 0.46%
9,114
-328
33
$7.56M 0.46%
3,183
+140
34
$7.53M 0.46%
53,884
-911
35
$7.52M 0.46%
41,319
+118
36
$7.47M 0.45%
26,694
-467
37
$7.45M 0.45%
35,092
+224
38
$7.26M 0.44%
27,526
-127
39
$7.11M 0.43%
25,441
+487
40
$7.04M 0.43%
40,579
+1,691
41
$6.79M 0.41%
102,943
+613
42
$6.54M 0.4%
27,629
43
$6.5M 0.39%
76,612
-102
44
$6.48M 0.39%
63,852
+3,227
45
$6.41M 0.39%
24,639
-1,045
46
$6.12M 0.37%
51,369
-48
47
$6.09M 0.37%
104,715
+12,538
48
$5.9M 0.36%
26,977
+60
49
$5.38M 0.33%
11,191
-109
50
$5.07M 0.31%
91,446
+26,263
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2
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