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SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$5.67M
3
+$5.66M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.07M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$3.95M

Top Sells

1
+$34.5M
2
+$19.4M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M

Sector Composition

1 Technology 6.58%
2 Financials 3.22%
3 Consumer Discretionary 2.78%
4 Healthcare 2.51%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.04M 0.18%
47,287
-24,926
77
$4.84M 0.17%
198,408
+2,669
78
$4.8M 0.17%
110,455
+76
79
$4.75M 0.17%
19,275
-1,270
80
$4.74M 0.17%
41,359
-882
81
$4.72M 0.17%
12,905
-133
82
$4.42M 0.16%
77,453
-11,862
83
$4.37M 0.15%
51,799
-28,673
84
$4.22M 0.15%
58,249
-1,329
85
$4.21M 0.15%
159,817
86
$4.09M 0.14%
43,920
+10,470
87
$4.09M 0.14%
16,805
-4,723
88
$3.99M 0.14%
+374,791
89
$3.71M 0.13%
9,802
-53
90
$3.47M 0.12%
66,418
+25
91
$3.43M 0.12%
3,707
-8
92
$3.42M 0.12%
82,732
+282
93
$3.06M 0.11%
131,495
94
$3.05M 0.11%
34,041
-2,164
95
$2.88M 0.1%
8,984
96
$2.66M 0.09%
6,571
-71
97
$2.63M 0.09%
6,726
-594
98
$2.5M 0.09%
34,036
-3,100
99
$2.44M 0.09%
7,938
100
$1.96M 0.07%
7,954
-1
2 3
4
5 6