SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+10.72%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$2.08B
AUM Growth
+$2.08B
(+14%)
Cap. Flow
+$72.6M
Cap. Flow
% of AUM
3.5%
Top 10 Holdings %
Top 10 Hldgs %
62.14%
Holding
169
New
17
Increased
54
Reduced
63
Closed
8
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$84.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$47.2M |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$34.3M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$24.1M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$15.1M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$138M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$30.7M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$13.2M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
$4.3M |
| 5 |
Albemarle
ALB
|
$3.38M |
Sector Composition
| 1 | Technology | 5.67% |
| 2 | Financials | 2.71% |
| 3 | Consumer Discretionary | 2.26% |
| 4 | Healthcare | 2.21% |
| 5 | Industrials | 2.15% |
