SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
-1.05%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$104M
AUM Growth
+$104M
(-90%)
Cap. Flow
-$890M
Cap. Flow
% of AUM
-859.68%
Top 10 Holdings %
Top 10 Hldgs %
58.43%
Holding
112
New
2
Increased
2
Reduced
68
Closed
35
Top Buys
| 1 |
ROBO Global Robotics & Automation Index ETF
ROBO
|
$2.93M |
| 2 |
Newell Brands
NWL
|
$560K |
| 3 |
Ecolab
ECL
|
$370K |
| 4 |
Aflac
AFL
|
$200K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$126M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$81.8M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$70.6M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$69.8M |
| 5 |
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% |
