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
$363M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$47M
3
+$42.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25.7M
5
OEF icon
iShares S&P 100 ETF
OEF
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.01%
2 Financials 4.59%
3 Consumer Staples 4.41%
4 Energy 4.01%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$812K 0.22%
+14,551
52
$598K 0.16%
+28,480
53
$591K 0.16%
+12,415
54
$417K 0.11%
+8,269
55
$386K 0.11%
+3,900
56
$329K 0.09%
+5,850
57
$318K 0.09%
+5,441
58
$316K 0.09%
+7,162
59
$304K 0.08%
+5,915
60
$267K 0.07%
+5,838
61
$227K 0.06%
+2,395
62
$219K 0.06%
+2,545
63
$155K 0.04%
+10,000
64
$107K 0.03%
+40,000
1 2
3