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
$1.5B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$4.19M
3
+$3.55M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.63M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.48M

Top Sells

1
+$18.1M
2
+$17M
3
+$4.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.39M

Sector Composition

1 Technology 5.32%
2 Financials 3.55%
3 Communication Services 2.8%
4 Healthcare 2.73%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.3%
65,098
+2,336
52
$4.03M 0.27%
47,697
+1,606
53
$3.87M 0.26%
18,081
+16,604
54
$3.77M 0.25%
16,884
-211
55
$3.66M 0.24%
129,556
+34,373
56
$3.65M 0.24%
23,943
-42
57
$3.65M 0.24%
49,905
+2,874
58
$3.59M 0.24%
27,200
+150
59
$3.46M 0.23%
65,183
60
$3.34M 0.22%
70,785
+2,305
61
$3.3M 0.22%
61,273
+1,768
62
$3.28M 0.22%
38,130
+11,035
63
$2.85M 0.19%
83,402
+8,257
64
$2.69M 0.18%
12,290
-566
65
$2.55M 0.17%
32,700
-2,257
66
$2.51M 0.17%
59,709
+7,556
67
$2.47M 0.17%
21,097
-217
68
$2.46M 0.16%
9,701
-72
69
$2.25M 0.15%
10,644
+87
70
$2.01M 0.13%
7,014
71
$1.98M 0.13%
7,560
-15
72
$1.79M 0.12%
15,817
-2,245
73
$1.78M 0.12%
8,479
-25
74
$1.72M 0.11%
29,469
-11,673
75
$1.58M 0.11%
4,203
+2
1 2
3
4 5