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
$2.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.69M
3
+$6.62M
4
ETN icon
Eaton
ETN
+$5.53M
5
ACN icon
Accenture
ACN
+$4.25M

Top Sells

1
+$6.56M
2
+$4.03M
3
+$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.35M

Sector Composition

1 Technology 6.86%
2 Financials 2.74%
3 Healthcare 2.55%
4 Consumer Discretionary 2.33%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.59M 0.32%
36,696
+112
52
$7.54M 0.32%
27,135
-275
53
$7.47M 0.31%
52,312
-800
54
$7.42M 0.31%
43,404
+280
55
$7.38M 0.31%
64,753
-2,895
56
$7.19M 0.3%
97,653
-2,183
57
$7.15M 0.3%
25,251
-90
58
$6.97M 0.29%
12,238
-45
59
$6.93M 0.29%
19,614
+12,021
60
$6.93M 0.29%
33,391
-258
61
$6.69M 0.28%
69,600
+497
62
$6.59M 0.28%
115,108
-937
63
$6.41M 0.27%
1,522
-14
64
$6.07M 0.26%
59,168
-1,118
65
$5.95M 0.25%
111,282
-1,563
66
$5.61M 0.24%
21,430
-500
67
$5.58M 0.24%
153,125
+3,349
68
$5.53M 0.23%
+16,685
69
$5.11M 0.22%
40,454
+887
70
$5.1M 0.22%
37,411
-625
71
$4.77M 0.2%
29,097
+707
72
$4.77M 0.2%
98,107
+2
73
$4.73M 0.2%
39,577
-312
74
$4.69M 0.2%
75,341
75
$4.6M 0.19%
23,531
+303
1 2
3
4 5