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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.3M
3
+$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.6M

Top Sells

1
+$29.8M
2
+$10.7M
3
+$8.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.78M

Sector Composition

1 Technology 4.12%
2 Financials 3.12%
3 Healthcare 2.77%
4 Industrials 2.39%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.53M 0.37%
35,552
+3,080
52
$6.45M 0.36%
26,364
-949
53
$6.39M 0.36%
186,701
+17,561
54
$6.31M 0.36%
97,440
+84,989
55
$6.03M 0.34%
26,046
-1,065
56
$5.76M 0.32%
39,548
-450
57
$5.49M 0.31%
41,400
-534
58
$5.26M 0.3%
11,888
59
$5.05M 0.29%
58,140
+1,015
60
$4.82M 0.27%
+48,391
61
$4.62M 0.26%
101,539
62
$4.58M 0.26%
26,757
-491
63
$4.25M 0.24%
22,240
+610
64
$4.12M 0.23%
53,910
-2,019
65
$4.03M 0.23%
134,090
+42,107
66
$3.54M 0.2%
134,027
-2,794
67
$3.49M 0.2%
23,301
-221
68
$3.36M 0.19%
15,970
+2,718
69
$3.36M 0.19%
14,504
-91
70
$3.26M 0.18%
23,207
+14,293
71
$3.25M 0.18%
15,326
-549
72
$3.22M 0.18%
77,308
-204
73
$3.19M 0.18%
26,531
-2,216
74
$3.15M 0.18%
158,772
+9,692
75
$3.03M 0.17%
20,691
-3,145
1 2
3
4 5