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
$2.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.69M
3
+$6.62M
4
ETN icon
Eaton
ETN
+$5.53M
5
ACN icon
Accenture
ACN
+$4.25M

Top Sells

1
+$6.56M
2
+$4.03M
3
+$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.35M

Sector Composition

1 Technology 6.86%
2 Financials 2.74%
3 Healthcare 2.55%
4 Consumer Discretionary 2.33%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.7M 0.66%
341,818
-4,818
27
$14.9M 0.63%
293,288
+130,407
28
$14.5M 0.61%
+290,682
29
$13.3M 0.56%
122,849
-7,724
30
$12.5M 0.53%
298,751
+3,217
31
$12.2M 0.51%
206,140
-2,170
32
$11M 0.46%
40,195
+244
33
$10.9M 0.46%
92,590
-2,126
34
$10.6M 0.45%
16,718
-512
35
$10.2M 0.43%
48,820
36
$9.87M 0.42%
19,054
-58
37
$9.28M 0.39%
110,257
+1,443
38
$9.13M 0.39%
61,996
+204
39
$9.12M 0.38%
56,305
-496
40
$9.08M 0.38%
38,273
-2,441
41
$9.02M 0.38%
52,103
+244
42
$8.87M 0.37%
34,756
-864
43
$8.83M 0.37%
9,297
-71
44
$8.77M 0.37%
39,724
-714
45
$8.65M 0.36%
23,947
-94
46
$8.59M 0.36%
162,208
-8,739
47
$8.47M 0.36%
32,121
-14
48
$8.32M 0.35%
30,196
+66
49
$7.75M 0.33%
111,128
50
$7.64M 0.32%
8,628
+167
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2
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