SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+7.81%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$580M
AUM Growth
+$580M
(+60%)
Cap. Flow
+$196M
Cap. Flow
% of AUM
33.82%
Top 10 Holdings %
Top 10 Hldgs %
66.73%
Holding
76
New
12
Increased
54
Reduced
3
Closed
2
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$28.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$23.4M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$23.3M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$17.2M |
| 5 |
iShares S&P 100 ETF
OEF
|
$13.2M |
Top Sells
| 1 |
Duke Energy
DUK
|
$2.69M |
| 2 |
Microsoft
MSFT
|
$394K |
| 3 |
Ford
F
|
$155K |
| 4 |
Texas Instruments
TXN
|
$101K |
| 5 |
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% |