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
$1.5B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$4.19M
3
+$3.55M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.63M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.48M

Top Sells

1
+$18.1M
2
+$17M
3
+$4.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.39M

Sector Composition

1 Technology 5.32%
2 Financials 3.55%
3 Communication Services 2.8%
4 Healthcare 2.73%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.1%
26,052
-2,363
77
$1.45M 0.1%
28,007
+1,463
78
$1.42M 0.09%
16,160
-200
79
$1.41M 0.09%
24,060
-560
80
$1.36M 0.09%
5,109
-263
81
$1.35M 0.09%
+40,908
82
$1.32M 0.09%
3,765
-69
83
$1.14M 0.08%
25,355
-628
84
$1.12M 0.07%
7,906
+10
85
$1.07M 0.07%
13,484
86
$1.04M 0.07%
8,014
87
$959K 0.06%
9,698
-78
88
$938K 0.06%
2,991
-22
89
$916K 0.06%
2,550
-500
90
$900K 0.06%
7,906
91
$759K 0.05%
1,997
-190
92
$723K 0.05%
9,086
-1,346
93
$696K 0.05%
6,492
-236
94
$690K 0.05%
10,674
-804
95
$684K 0.05%
2,835
-147
96
$657K 0.04%
3,741
97
$637K 0.04%
2,706
-18
98
$571K 0.04%
1,413
-200
99
$562K 0.04%
3,224
-2,044
100
$549K 0.04%
2,636
-140
2 3
4
5 6