SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$47.2M
3
+$34.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$24.1M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$15.1M

Top Sells

1
+$138M
2
+$30.7M
3
+$13.2M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.3M
5
ALB icon
Albemarle
ALB
+$3.38M

Sector Composition

1 Technology 5.67%
2 Financials 2.71%
3 Consumer Discretionary 2.26%
4 Healthcare 2.21%
5 Industrials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.2M 0.35%
29,568
-530
52
$7.1M 0.34%
30,674
-3,868
53
$6.32M 0.3%
42,876
+298
54
$6.26M 0.3%
39,794
-486
55
$6.19M 0.3%
78,392
-1,989
56
$6.03M 0.29%
11,876
-12
57
$5.94M 0.29%
+116,329
58
$5.92M 0.29%
116,045
+8,432
59
$5.83M 0.28%
23,445
-309
60
$5.8M 0.28%
115,544
-11,523
61
$5.62M 0.27%
23,693
+1,433
62
$5.57M 0.27%
1,570
+38
63
$5.44M 0.26%
60,219
-1,475
64
$4.89M 0.24%
49,416
65
$4.86M 0.23%
+59,810
66
$4.68M 0.23%
145,988
+2,067
67
$4.64M 0.22%
+111,986
68
$4.56M 0.22%
23,102
+219
69
$4.55M 0.22%
46,018
-310,237
70
$4.38M 0.21%
+73,813
71
$4.32M 0.21%
23,181
+296
72
$4.28M 0.21%
26,895
+27
73
$3.98M 0.19%
23,309
-115
74
$3.97M 0.19%
39,045
-5,353
75
$3.93M 0.19%
15,563
+8,946
1 2
3
4 5