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
$104M
AUM Growth
-$902M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$621K
3
+$363K

Top Sells

1
+$130M
2
+$83.7M
3
+$72.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$71.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$61.6M

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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