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
$2.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.69M
3
+$6.62M
4
ETN icon
Eaton
ETN
+$5.53M
5
ACN icon
Accenture
ACN
+$4.25M

Top Sells

1
+$6.56M
2
+$4.03M
3
+$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.35M

Sector Composition

1 Technology 6.86%
2 Financials 2.74%
3 Healthcare 2.55%
4 Consumer Discretionary 2.33%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.36M 0.18%
18,734
+466
77
$4.24M 0.18%
23,596
-389
78
$3.66M 0.15%
162,006
79
$3.52M 0.15%
68,836
-296
80
$3.4M 0.14%
10,801
+161
81
$3.34M 0.14%
7,251
-57
82
$3.32M 0.14%
10,162
+1
83
$3.31M 0.14%
6,779
84
$3.26M 0.14%
3,678
-342
85
$3.12M 0.13%
18,684
-1,413
86
$2.68M 0.11%
130,286
87
$2.65M 0.11%
6,544
+19
88
$2.61M 0.11%
26,160
-461
89
$2.51M 0.11%
8,836
+219
90
$2.29M 0.1%
14,843
91
$2.11M 0.09%
8,010
-6,619
92
$2.09M 0.09%
16,672
-487
93
$2.02M 0.09%
7,974
+137
94
$2.01M 0.08%
17,142
-48
95
$1.91M 0.08%
30,269
-1,755
96
$1.6M 0.07%
8,092
-50
97
$1.59M 0.07%
2,719
+309
98
$1.57M 0.07%
6,435
+1
99
$1.46M 0.06%
6,471
100
$1.43M 0.06%
7,261
+882
2 3
4
5 6