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
$1.07B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.4M
3
+$17.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.46M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7M

Top Sells

1
+$68.9M
2
+$3.65M
3
+$2.18M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$916K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$869K

Sector Composition

1 Healthcare 6.45%
2 Financials 4.68%
3 Technology 4.09%
4 Communication Services 3.06%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.33%
25,902
-1,136
52
$3.55M 0.33%
+21,376
53
$3.51M 0.33%
694,513
-30,944
54
$3.13M 0.29%
46,634
55
$3.13M 0.29%
+49,628
56
$3.12M 0.29%
30,091
-1,008
57
$2.86M 0.27%
14,830
-191
58
$2.83M 0.27%
63,429
-2,025
59
$2.5M 0.23%
12,040
-445
60
$2.48M 0.23%
21,897
+3,158
61
$1.74M 0.16%
11,530
+150
62
$1.66M 0.16%
18,394
63
$1.62M 0.15%
41,900
-11,245
64
$1.47M 0.14%
24,363
+18,249
65
$1.41M 0.13%
+7,343
66
$1.34M 0.13%
27,057
+10,302
67
$1.33M 0.13%
+8,390
68
$1.23M 0.11%
4,251
69
$1.14M 0.11%
4,903
+3,228
70
$1.12M 0.11%
6,802
+15
71
$1.04M 0.1%
+13,480
72
$873K 0.08%
4,851
73
$843K 0.08%
7,050
+892
74
$836K 0.08%
+13,312
75
$806K 0.08%
+13,416
1 2
3
4 5