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
$2.69B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$83.6M
2
+$30.9M
3
+$16.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.8M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.23M

Top Sells

1
+$76.6M
2
+$10.5M
3
+$7.5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.02M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$6.95M

Sector Composition

1 Technology 6.56%
2 Financials 3.5%
3 Consumer Discretionary 2.81%
4 Healthcare 2.74%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$224B
$8.31M 0.31%
61,125
-477
DIS icon
52
Walt Disney
DIS
$191B
$8.22M 0.31%
66,323
+1,323
CRM icon
53
Salesforce
CRM
$231B
$8.22M 0.31%
30,160
+459
JNJ icon
54
Johnson & Johnson
JNJ
$470B
$7.81M 0.29%
51,156
+1,266
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.09T
$7.72M 0.29%
15,892
+8,777
WM icon
56
Waste Management
WM
$83.3B
$7.58M 0.28%
33,124
+410
MUB icon
57
iShares National Muni Bond ETF
MUB
$40.2B
$7.54M 0.28%
72,213
-18,728
NEAR icon
58
iShares Short Maturity Bond ETF
NEAR
$3.57B
$7.23M 0.27%
+141,453
VTI icon
59
Vanguard Total Stock Market ETF
VTI
$550B
$7.2M 0.27%
23,688
+95
ACWX icon
60
iShares MSCI ACWI ex US ETF
ACWX
$7.07B
$7.15M 0.27%
117,293
+2,120
LLY icon
61
Eli Lilly
LLY
$917B
$7M 0.26%
8,980
+368
MDY icon
62
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$6.91M 0.26%
12,202
-17
AEP icon
63
American Electric Power
AEP
$65.5B
$6.43M 0.24%
61,951
+1,804
TSLA icon
64
Tesla
TSLA
$1.34T
$6.36M 0.24%
20,033
+498
SNOW icon
65
Snowflake
SNOW
$88.2B
$6.34M 0.24%
28,336
+173
EEM icon
66
iShares MSCI Emerging Markets ETF
EEM
$21B
$6.28M 0.23%
130,161
-1,168
ACN icon
67
Accenture
ACN
$153B
$6.14M 0.23%
20,545
+683
INTU icon
68
Intuit
INTU
$182B
$6.09M 0.23%
7,731
+113
VCSH icon
69
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$6.06M 0.22%
+76,186
LNG icon
70
Cheniere Energy
LNG
$45.9B
$5.88M 0.22%
24,142
+369
ETN icon
71
Eaton
ETN
$139B
$5.88M 0.22%
16,462
-91
KMB icon
72
Kimberly-Clark
KMB
$34.8B
$5.42M 0.2%
42,026
+1,088
ACWI icon
73
iShares MSCI ACWI ETF
ACWI
$23.3B
$5.41M 0.2%
42,046
+2,469
DHR icon
74
Danaher
DHR
$159B
$5.16M 0.19%
26,100
+449
EAGG icon
75
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.18B
$5.08M 0.19%
106,909
-2,794
1 2
3
4 5