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
$1.5B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$4.19M
3
+$3.55M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.63M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.48M

Top Sells

1
+$18.1M
2
+$17M
3
+$4.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.39M

Sector Composition

1 Technology 5.32%
2 Financials 3.55%
3 Communication Services 2.8%
4 Healthcare 2.73%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.03%
2,196
-184
102
$480K 0.03%
+1,445
103
$418K 0.03%
3,056
+121
104
$414K 0.03%
8,278
+24
105
$402K 0.03%
1,580
106
$395K 0.03%
2,662
-235
107
$382K 0.03%
1,756
108
$372K 0.02%
8,365
109
$364K 0.02%
1,695
-52
110
$363K 0.02%
3,294
111
$342K 0.02%
683
112
$342K 0.02%
15,010
+805
113
$341K 0.02%
631
-23
114
$322K 0.02%
2,675
-118
115
$319K 0.02%
6,018
+192
116
$311K 0.02%
5,175
-1,008
117
$306K 0.02%
1,722
118
$305K 0.02%
4,106
-82
119
$285K 0.02%
3,404
-3,138
120
$278K 0.02%
3,820
-144
121
$273K 0.02%
+1,284
122
$273K 0.02%
+3,714
123
$265K 0.02%
+3,198
124
$263K 0.02%
4,128
-164
125
$252K 0.02%
4,865
2 3 4
5
6