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
$583M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$15.6M
3
+$2.52M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$315K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$265K

Top Sells

1
+$14.8M
2
+$13.9M
3
+$10.1M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$8.25M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.05M

Sector Composition

1 Communication Services 5.46%
2 Technology 5.17%
3 Financials 4.4%
4 Consumer Staples 3.65%
5 Industrials 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.52M 0.43%
+70,343
52
$2.52M 0.43%
17,457
-1,144
53
$2.5M 0.43%
17,525
54
$2.12M 0.36%
32,368
-238
55
$2.03M 0.35%
9
-8
56
$1.95M 0.33%
18,404
-1,610
57
$1.7M 0.29%
24,920
-223
58
$1.28M 0.22%
23,988
-2,914
59
$896K 0.15%
5,840
-18,701
60
$864K 0.15%
6,097
+520
61
$749K 0.13%
13,175
-1,436
62
$651K 0.11%
23,344
-712
63
$492K 0.08%
5,254
+660
64
$471K 0.08%
3,621
-105
65
$429K 0.07%
5,932
-429
66
$422K 0.07%
9,006
-1,640
67
$408K 0.07%
4,428
+30
68
$352K 0.06%
7,162
69
$344K 0.06%
5,850
70
$339K 0.06%
6,366
71
$315K 0.05%
+8,028
72
$306K 0.05%
11,012
+815
73
$290K 0.05%
2,438
+38
74
$265K 0.05%
+9,516
75
$263K 0.05%
2,585
-30
1 2
3
4