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
$580M
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$28.5M
2 +$23.4M
3 +$23.3M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$17.2M
5
OEF icon
iShares S&P 100 ETF
OEF
+$13.2M

Top Sells

1 +$2.69M
2 +$394K
3 +$155K
4
TXN icon
Texas Instruments
TXN
+$101K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$31.2K

Sector Composition

1 Technology 6.28%
2 Communication Services 4.48%
3 Financials 3.95%
4 Consumer Staples 3.67%
5 Industrials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$0 ﹤0.01%
+559,430