SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$902M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$560K
3
+$370K

Top Sells

1
+$126M
2
+$81.8M
3
+$70.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$69.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$59.8M

Sector Composition

1 Technology 8.72%
2 Financials 4.06%
3 Healthcare 4.05%
4 Industrials 3.63%
5 Communication Services 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$200K 0.19%
4,089
77
$165K 0.16%
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