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SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$5.67M
3
+$5.66M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.07M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$3.95M

Top Sells

1
+$34.5M
2
+$19.4M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M

Sector Composition

1 Technology 6.58%
2 Financials 3.22%
3 Consumer Discretionary 2.78%
4 Healthcare 2.51%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 0.56%
314,561
-681,308
27
$15.8M 0.55%
52,869
28
$15.3M 0.54%
157,651
+11,723
29
$14.3M 0.5%
282,629
+112,000
30
$14.3M 0.5%
19
31
$14.3M 0.5%
286,068
+113,933
32
$13.6M 0.48%
301,505
-2,730
33
$12.5M 0.44%
86,657
-3,913
34
$12.1M 0.43%
44,392
-7,826
35
$11.9M 0.42%
15,719
-320
36
$11.8M 0.42%
35,815
-1,342
37
$11.7M 0.41%
126,031
+3,689
38
$10.8M 0.38%
136,734
39
$10.8M 0.38%
130,322
+6,712
40
$10.5M 0.37%
9,035
-327
41
$10.3M 0.36%
38,111
-944
42
$9.74M 0.34%
62,733
-461
43
$9.27M 0.33%
29,170
-761
44
$9.23M 0.32%
36,282
-1,185
45
$9.17M 0.32%
49,470
-1,686
46
$8.82M 0.31%
32,213
-991
47
$8.61M 0.3%
23,293
-595
48
$8.54M 0.3%
41,960
-1,375
49
$8.24M 0.29%
18,522
-1,511
50
$8.17M 0.29%
53,141
-1,205
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