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
$1.1B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$22.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$6.23M

Top Sells

1
+$115M
2
+$38.6M
3
+$3.51M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.24M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Sector Composition

1 Financials 4.93%
2 Technology 4.7%
3 Communication Services 3.42%
4 Healthcare 3.36%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$521K 0.05%
2,880
+282
102
$515K 0.05%
3,772
+424
103
$505K 0.05%
3,941
+147
104
$504K 0.05%
5,379
+358
105
$468K 0.04%
1,613
-800
106
$447K 0.04%
8,430
+721
107
$444K 0.04%
6,465
108
$437K 0.04%
4,640
+162
109
$431K 0.04%
4,567
110
$430K 0.04%
8,126
+126
111
$424K 0.04%
1,301
-372
112
$382K 0.03%
4,786
+392
113
$377K 0.03%
4,402
+402
114
$358K 0.03%
1,365
-641
115
$345K 0.03%
5,268
116
$338K 0.03%
+8,962
117
$298K 0.03%
+4,650
118
$297K 0.03%
1,502
+52
119
$290K 0.03%
+4,597
120
$288K 0.03%
4,931
-4,326
121
$267K 0.02%
+45,400
122
$266K 0.02%
+5,919
123
$256K 0.02%
3,593
124
$252K 0.02%
+4,691
125
$249K 0.02%
1,937
-481
2 3 4
5
6