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
$615M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$914K
3 +$806K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$680K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$667K

Top Sells

1 +$164M
2 +$605K
3 +$233K
4
MCD icon
McDonald's
MCD
+$204K
5
TXN icon
Texas Instruments
TXN
+$175K

Sector Composition

1 Communication Services 5.31%
2 Technology 4.69%
3 Financials 3.82%
4 Healthcare 3.69%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$205K 0.03%
1
-800
77
$62K 0.01%
20,000
78
-2,094
79
-4,483