SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.87B
1-Year Est. Return 16.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.75%
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 +$41M
2 +$28.1M
3 +$23.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$22.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$16.8M

Top Sells

1 +$2.69M
2 +$390K
3 +$155K
4
TXN icon
Texas Instruments
TXN
+$97.1K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$30.8K

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