SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
-0.78%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.65B
AUM Growth
+$1.65B
(+0.57%)
Cap. Flow
+$5.27M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
66.19%
Holding
172
New
12
Increased
44
Reduced
81
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
$8.04M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.91M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.35M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$4.29M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$4.26M |
Top Sells
| 1 |
GE Aerospace
GE
|
$28.6M |
| 2 |
Fidelity National Information Services
FIS
|
$3.27M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.6M |
| 5 |
Microsoft
MSFT
|
$1.19M |
Sector Composition
| 1 | Technology | 6.02% |
| 2 | Financials | 4.01% |
| 3 | Healthcare | 2.89% |
| 4 | Industrials | 2.66% |
| 5 | Communication Services | 2.64% |
