SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+7.12%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.78B
AUM Growth
+$1.78B
(+8.3%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
65.74%
Holding
164
New
8
Increased
57
Reduced
50
Closed
6
Top Buys
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$16.7M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$5.04M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$4.78M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.6M |
| 5 |
Booking.com
BKNG
|
$3.66M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.28M |
| 2 |
NVIDIA
NVDA
|
$3.58M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.47M |
| 4 |
Gilead Sciences
GILD
|
$2.29M |
| 5 |
Apple
AAPL
|
$2.26M |
Sector Composition
| 1 | Technology | 6% |
| 2 | Financials | 3.81% |
| 3 | Healthcare | 2.81% |
| 4 | Industrials | 2.76% |
| 5 | Consumer Discretionary | 2.49% |
