SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$47.2M
3
+$34.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$24.1M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$15.1M

Top Sells

1
+$138M
2
+$30.7M
3
+$13.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.3M
5
ALB icon
Albemarle
ALB
+$3.38M

Sector Composition

1 Technology 5.67%
2 Financials 2.71%
3 Consumer Discretionary 2.26%
4 Healthcare 2.21%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.9M 0.72%
255,897
-4,218
27
$14.6M 0.7%
159,931
+149,519
28
$14.5M 0.7%
361,778
+41,403
29
$13.7M 0.66%
259,617
+242,119
30
$11.8M 0.57%
19,780
-955
31
$11.3M 0.55%
298,431
+12,736
32
$10.8M 0.52%
60,178
-107
33
$10.2M 0.49%
38,727
-547
34
$10.1M 0.49%
200,301
-8,398
35
$9.85M 0.47%
37,788
+248
36
$9.54M 0.46%
45,309
-139
37
$9.25M 0.45%
98,643
+40
38
$9.21M 0.44%
61,739
+169
39
$9.2M 0.44%
58,702
+405
40
$8.91M 0.43%
19,351
-508
41
$8.22M 0.4%
56,124
+672
42
$8.22M 0.4%
108,864
-1,354
43
$8.03M 0.39%
37,644
+7,827
44
$7.97M 0.38%
9,813
-71
45
$7.93M 0.38%
26,495
+251
46
$7.7M 0.37%
36,726
+110
47
$7.61M 0.37%
69,171
+550
48
$7.6M 0.37%
32,676
+1,598
49
$7.46M 0.36%
37,604
-224
50
$7.45M 0.36%
102,923
+1,585
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