SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
1-Year Return
14.3%
This Quarter Return
+5.1%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$2.01B
AUM Growth
+$149M
(+8%)
Cap. Flow
+$57.2M
Cap. Flow
% of AUM
2.84%
Top 10 Holdings %
Top 10 Hldgs %
66.27%
Holding
161
New
6
Increased
45
Reduced
73
Closed
8
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$54.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$35.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$33.8M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$24.5M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
$21.3M |
Top Sells
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$116M |
| 2 |
Chubb
CB
|
$7.76M |
| 3 |
Nuveen ESG Large-Cap Value ETF
NULV
|
$6.53M |
| 4 |
NVIDIA
NVDA
|
$5.26M |
| 5 |
Sysco
SYY
|
$4.12M |
Sector Composition
| 1 | Technology | 5.49% |
| 2 | Consumer Discretionary | 2.46% |
| 3 | Financials | 2.44% |
| 4 | Healthcare | 2.26% |
| 5 | Industrials | 2.25% |
