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
$1.65B
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.35M
3
+$4.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.51M

Top Sells

1
+$3.27M
2
+$1.8M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 6.02%
2 Financials 4.01%
3 Healthcare 2.89%
4 Industrials 2.66%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.08M 0.13%
15,640
-6,420
77
$2.02M 0.12%
6,872
-70
78
$2M 0.12%
53,460
+2,035
79
$1.95M 0.12%
15,338
-19
80
$1.84M 0.11%
4,102
-104
81
$1.8M 0.11%
5,483
-479
82
$1.78M 0.11%
8,370
-147
83
$1.55M 0.09%
9,468
+3,370
84
$1.46M 0.09%
7,403
-246
85
$1.42M 0.09%
28,210
-110
86
$1.4M 0.09%
25,695
+210
87
$1.32M 0.08%
21,668
+13
88
$1.3M 0.08%
8,710
+194
89
$1.16M 0.07%
7,572
+513
90
$1.01M 0.06%
8,668
-5,967
91
$977K 0.06%
2,500
-401
92
$942K 0.06%
+30,898
93
$940K 0.06%
15,979
-6,914
94
$862K 0.05%
+20,769
95
$852K 0.05%
3,123
-470
96
$791K 0.05%
7,291
+59
97
$791K 0.05%
8,754
+4
98
$741K 0.05%
3,690
99
$727K 0.04%
7,676
100
$715K 0.04%
+106,780
2 3
4
5 6