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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.3M
3
+$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.6M

Top Sells

1
+$29.8M
2
+$10.7M
3
+$8.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.78M

Sector Composition

1 Technology 4.12%
2 Financials 3.12%
3 Healthcare 2.77%
4 Industrials 2.39%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 0.62%
103,699
+42,439
27
$10.9M 0.61%
60,513
-1,844
28
$10M 0.56%
56,611
+688
29
$9.98M 0.56%
118,780
+2,249
30
$9.51M 0.54%
4,720
-17
31
$9.3M 0.53%
282,892
+77,277
32
$9.27M 0.52%
46,207
+42,737
33
$9.06M 0.51%
106,904
-1,059
34
$8.76M 0.49%
39,708
-574
35
$8.56M 0.48%
77,999
+9,621
36
$8.56M 0.48%
107,542
-651
37
$8.37M 0.47%
55,199
+600
38
$8.17M 0.46%
34,723
-366
39
$7.83M 0.44%
36,525
+237
40
$7.62M 0.43%
26,183
-112
41
$7.57M 0.43%
44,998
+212
42
$7.39M 0.42%
112,343
+20,848
43
$7.3M 0.41%
21,701
+123
44
$7.25M 0.41%
38,048
-1,038
45
$7.21M 0.41%
41,470
+675
46
$7M 0.4%
9,875
+9
47
$6.96M 0.39%
104,447
+901
48
$6.96M 0.39%
74,633
-874
49
$6.94M 0.39%
474,790
+30,500
50
$6.56M 0.37%
32,181
+1,155
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