We are live on ! Find out more
SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$5.67M
3
+$5.66M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.07M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$3.95M

Top Sells

1
+$34.5M
2
+$19.4M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M

Sector Composition

1 Technology 6.58%
2 Financials 3.22%
3 Consumer Discretionary 2.78%
4 Healthcare 2.51%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.88M 0.28%
58,862
-2,263
52
$7.68M 0.27%
35,575
-675
53
$7.62M 0.27%
117,252
-41
54
$7.4M 0.26%
64,598
-1,725
55
$7.35M 0.26%
37,027
-1,524
56
$7.26M 0.26%
141,566
+113
57
$7.18M 0.25%
32,492
-632
58
$7.12M 0.25%
11,939
-263
59
$7.07M 0.25%
29,814
-346
60
$6.91M 0.24%
61,405
-546
61
$6.85M 0.24%
20,878
-2,810
62
$6.78M 0.24%
127,003
-3,158
63
$6.63M 0.23%
8,692
-288
64
$6.58M 0.23%
51,285
+2,573
65
$6.33M 0.22%
28,046
-290
66
$6.24M 0.22%
12,405
-3,487
67
$6.09M 0.21%
76,186
68
$6.08M 0.21%
16,256
-206
69
$5.81M 0.2%
42,046
70
$5.57M 0.2%
23,708
-434
71
$5.28M 0.19%
+63,305
72
$5.26M 0.19%
109,429
+2,520
73
$5.17M 0.18%
7,578
-153
74
$5.1M 0.18%
12,300
-338
75
$5.07M 0.18%
40,783
-1,243
1 2
3
4 5