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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
-1.78%
1 Year Est. Return
+16.57%
3 Year Est. Return
+47.95%
5 Year Est. Return
+48.62%
10 Year Est. Return
+175.6%
AUM
$2.97B
AUM Growth
+$106M
(+3.7%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
60.08%
Holding
213
New
16
Increased
88
Reduced
70
Closed
9
Top Buys
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$82.4M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$41.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$25.3M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$18.4M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$12.3M |
Top Sells
| 1 |
Veeva Systems
VEEV
|
+$11.8M |
| 2 |
Doximity
DOCS
|
+$10.6M |
| 3 |
Zoom
ZM
|
+$10.2M |
| 4 |
Abbott
ABT
|
+$5.79M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.54M |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 2.95% |
| 3 | Consumer Discretionary | 2.37% |
| 4 | Communication Services | 2.18% |
| 5 | Industrials | 1.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.4B
| $7.33M | 0.25% |
11,886
-43
| -0.4% | -$27.2K |
|
52
Autodesk
ADSK
$45.8B
| $7.28M | 0.24% |
30,401
+974
| +3% | +$245K |
|
53
iShares Short Maturity Bond ETF
NEAR
$4.8B
| $7.18M | 0.24% |
141,314
-102
| -0.1% | -$5.21K |
|
54
Palo Alto Networks
PANW
$289B
| $6.88M | 0.23% |
42,920
+1,020
| +2% | +$171K |
|
55
Tesla
TSLA
$1.47T
| $6.76M | 0.23% |
18,196
+85
| +0.5% | +$35K |
|
56
iShares MSCI Emerging Markets ETF
EEM
$28.4B
| $6.74M | 0.23% |
118,701
-1,832
| -2% | -$108K |
|
57
Quanta Services
PWR
$94.7B
| $6.74M | 0.23% |
12,272
+49
| +0.4% | +$25.2K |
|
58
DoorDash
DASH
$81.2B
| $6.66M | 0.22% |
44,386
-6
| -0% | -$1.11K |
|
59
Vanguard Total Stock Market ETF
VTI
$664B
| $6.62M | 0.22% |
20,648
+171
| +0.8% | +$57.4K |
|
60
Cheniere Energy
LNG
$54.3B
| $6.42M | 0.22% |
22,615
-458
| -2% | -$106K |
|
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
| $6.04M | 0.2% |
76,186
| – | – |
|
62
Eaton
ETN
$154B
| $6M | 0.2% |
16,776
+475
| +3% | +$169K |
|
63
Walt Disney
DIS
$173B
| $5.94M | 0.2% |
61,647
-1,156
| -2% | -$122K |
|
64
iShares MSCI ACWI ETF
ACWI
$33.1B
| $5.82M | 0.2% |
42,046
| – | – |
|
65
Wynn Resorts
WYNN
$10.2B
| $5.79M | 0.19% |
57,051
+6,605
| +13% | +$723K |
|
66
Booking.com
BKNG
$143B
| $5.79M | 0.19% |
34,350
+100
| +0.3% | +$18.4K |
|
67
Prologis
PLD
$140B
| $5.57M | 0.19% |
42,151
+552
| +1% | +$73.8K |
|
68
Newmont
NEM
$97B
| $5.45M | 0.18% |
50,308
-357
| -0.7% | -$41.2K |
|
69
Cadence Design Systems
CDNS
$101B
| $5.19M | 0.17% |
+18,669
| New | +$5.57M |
|
70
Alphabet (Google) Class C
GOOG
$4.32T
| $5.13M | 0.17% |
17,881
+919
| +5% | +$289K |
|
71
Salesforce
CRM
$141B
| $5.06M | 0.17% |
27,087
-2,482
| -8% | -$514K |
|
72
Entergy
ETR
$53.6B
| $4.97M | 0.17% |
44,192
+172
| +0.4% | +$17.3K |
|
73
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
| $4.9M | 0.16% |
201,936
| – | – |
|
74
Netflix
NFLX
$313B
| $4.83M | 0.16% |
50,217
+45,747
| +1,023% | +$4.03M |
|
75
iShares ESG Aware MSCI EM ETF
ESGE
$6.55B
| $4.75M | 0.16% |
104,434
-3,914
| -4% | -$185K |
|
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