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
$1.1B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$22.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.23M

Top Sells

1
+$115M
2
+$38.6M
3
+$3.51M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Financials 4.93%
2 Technology 4.7%
3 Communication Services 3.42%
4 Healthcare 3.36%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.11%
5,413
+510
77
$1.12M 0.1%
3,825
+349
78
$1.02M 0.09%
17,568
+2,060
79
$1M 0.09%
5,085
+234
80
$983K 0.09%
13,577
+97
81
$973K 0.09%
+12,007
82
$959K 0.09%
8,291
+618
83
$922K 0.08%
7,393
+343
84
$903K 0.08%
13,357
+45
85
$770K 0.07%
12,970
+70
86
$745K 0.07%
8,050
87
$733K 0.07%
13,007
+83
88
$693K 0.06%
10,071
+700
89
$692K 0.06%
12,326
+584
90
$676K 0.06%
11,818
-1,598
91
$672K 0.06%
7,334
+3,448
92
$613K 0.06%
11,395
+987
93
$586K 0.05%
6,751
+961
94
$569K 0.05%
3,236
95
$567K 0.05%
4,152
+1,683
96
$565K 0.05%
2,572
-585
97
$557K 0.05%
2,461
+566
98
$557K 0.05%
7,684
-2,398
99
$553K 0.05%
+3,741
100
$551K 0.05%
6,220
+1,890
2 3
4
5 6