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
$1.81B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$4.99M
3
+$4.38M
4
META icon
Meta Platforms (Facebook)
META
+$4.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.31M

Top Sells

1
+$58.8M
2
+$27.8M
3
+$19.7M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.5M

Sector Composition

1 Technology 5.8%
2 Financials 2.68%
3 Healthcare 2.4%
4 Consumer Discretionary 2.27%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.33%
23,754
-328
52
$5.64M 0.31%
29,817
-41
53
$5.61M 0.31%
80,381
+153
54
$5.43M 0.3%
11,888
55
$5.06M 0.28%
107,613
+6,062
56
$5M 0.28%
61,694
+194
57
$4.99M 0.28%
+42,578
58
$4.73M 0.26%
22,260
+337
59
$4.72M 0.26%
1,532
-2,773
60
$4.58M 0.25%
22,885
-634
61
$4.36M 0.24%
143,921
-4,723
62
$4.1M 0.23%
44,398
-5,592
63
$3.98M 0.22%
22,883
+38
64
$3.96M 0.22%
15,760
+409
65
$3.93M 0.22%
49,416
66
$3.89M 0.21%
23,424
+181
67
$3.55M 0.2%
26,868
-43
68
$3.53M 0.19%
75,891
-1,417
69
$3.38M 0.19%
19,878
-104
70
$3.22M 0.18%
26,816
-1,600
71
$2.83M 0.16%
167,982
72
$2.75M 0.15%
11,704
-123
73
$2.75M 0.15%
11,219
-857
74
$2.62M 0.14%
179,492
+7,592
75
$2.57M 0.14%
15,656
+237
1 2
3
4 5