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
$1.07B
AUM Growth
+$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.4M
3
+$17.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.46M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$7M

Top Sells

1
+$68.9M
2
+$3.65M
3
+$2.18M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$916K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$869K

Sector Composition

1 Healthcare 6.45%
2 Financials 4.68%
3 Technology 4.09%
4 Communication Services 3.06%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$798K 0.07%
13,100
-680
77
$795K 0.07%
+7,673
78
$755K 0.07%
+3,476
79
$721K 0.07%
+15,508
80
$711K 0.07%
+6,239
81
$704K 0.07%
8,050
82
$690K 0.06%
+12,924
83
$689K 0.06%
+9,371
84
$684K 0.06%
+11,742
85
$672K 0.06%
+12,900
86
$666K 0.06%
+10,082
87
$651K 0.06%
+5,996
88
$637K 0.06%
1,673
-121
89
$619K 0.06%
+3,157
90
$604K 0.06%
3,197
+29
91
$602K 0.06%
+13,362
92
$597K 0.06%
2,413
-800
93
$575K 0.05%
+10,308
94
$551K 0.05%
+9,465
95
$546K 0.05%
+9,257
96
$533K 0.05%
2,006
+281
97
$527K 0.05%
3,794
-418
98
$525K 0.05%
10,408
-658
99
$524K 0.05%
+35,494
100
$517K 0.05%
3,236
-62
2 3
4
5 6