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
$471M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$220K
3 +$214K
4
BA icon
Boeing
BA
+$128K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$113K

Top Sells

1 +$23.8M
2 +$21.2M
3 +$19.8M
4
OEF icon
iShares S&P 100 ETF
OEF
+$12.8M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$10.6M

Sector Composition

1 Technology 6.66%
2 Communication Services 5.02%
3 Financials 4.85%
4 Industrials 3.85%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$35K 0.01%
+12,500
77
-27,772
78
-40,000
79
$0 ﹤0.01%
559,763
+333