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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.3M
3
+$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.6M

Top Sells

1
+$29.8M
2
+$10.7M
3
+$8.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.78M

Sector Composition

1 Technology 4.12%
2 Financials 3.12%
3 Healthcare 2.77%
4 Industrials 2.39%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.02M 0.17%
18,687
+11,711
77
$2.93M 0.17%
126,575
+109,653
78
$2.69M 0.15%
12,168
-623
79
$2.53M 0.14%
167,982
80
$2.53M 0.14%
20,517
+463
81
$2.25M 0.13%
43,777
-3,576
82
$2.17M 0.12%
8,123
-48
83
$2.1M 0.12%
8,520
+153
84
$2.07M 0.12%
128,512
+466
85
$2.02M 0.11%
6,406
+463
86
$2.02M 0.11%
14,879
-488
87
$1.98M 0.11%
21,893
+10,296
88
$1.89M 0.11%
4,139
-8
89
$1.8M 0.1%
21,246
90
$1.67M 0.09%
7,815
+58
91
$1.61M 0.09%
3,031
-154
92
$1.52M 0.09%
17,108
-84,712
93
$1.49M 0.08%
6,939
+67
94
$1.41M 0.08%
41,156
+14,245
95
$1.39M 0.08%
16,441
+11,443
96
$1.28M 0.07%
4,133
+632
97
$1.1M 0.06%
23,024
-1,098
98
$1.08M 0.06%
8,709
-1,432
99
$1.08M 0.06%
7,087
-868
100
$1.02M 0.06%
7,837
2 3
4
5 6