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
$1.65B
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.35M
3
+$4.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.51M

Top Sells

1
+$3.27M
2
+$1.8M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 6.02%
2 Financials 4.01%
3 Healthcare 2.89%
4 Industrials 2.66%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.95M 0.3%
50,292
-180
52
$4.92M 0.3%
22,147
-40
53
$4.91M 0.3%
29,015
+3,593
54
$4.76M 0.29%
60,686
+1,535
55
$4.59M 0.28%
20,857
+756
56
$4.53M 0.27%
27,551
-560
57
$4.07M 0.25%
63,358
-265
58
$4.04M 0.25%
15,240
-230
59
$3.92M 0.24%
181,254
+14,795
60
$3.88M 0.24%
76,790
+6,257
61
$3.83M 0.23%
98,303
+4,815
62
$3.68M 0.22%
14,425
63
$3.57M 0.22%
75,778
64
$3.43M 0.21%
+15,077
65
$3.1M 0.19%
+178,512
66
$2.98M 0.18%
14,124
+20
67
$2.72M 0.17%
36,184
-456
68
$2.71M 0.16%
65,436
-845
69
$2.69M 0.16%
+138,886
70
$2.54M 0.15%
8,762
71
$2.47M 0.15%
10,230
-220
72
$2.37M 0.14%
10,819
-30
73
$2.36M 0.14%
7,363
-279
74
$2.29M 0.14%
32,785
-468
75
$2.16M 0.13%
+21,582
1 2
3
4 5