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
$1.65B
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.35M
3
+$4.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.51M

Top Sells

1
+$3.27M
2
+$1.8M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 6.02%
2 Financials 4.01%
3 Healthcare 2.89%
4 Industrials 2.66%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$696K 0.04%
7,990
-833
102
$688K 0.04%
1,275
-104
103
$678K 0.04%
2,473
104
$626K 0.04%
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105
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106
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2,310
-2,106
107
$592K 0.04%
13,214
-359
108
$574K 0.03%
2,394
-118
109
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4,200
+60
110
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3,224
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111
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18,915
112
$462K 0.03%
6,348
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113
$456K 0.03%
2,912
114
$455K 0.03%
791
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115
$450K 0.03%
2,295
-169
116
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10,068
117
$426K 0.03%
16,581
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118
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1,142
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119
$376K 0.02%
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120
$374K 0.02%
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121
$340K 0.02%
2,562
-71
122
$331K 0.02%
1,374
-152
123
$322K 0.02%
1,550
-23
124
$320K 0.02%
1,350
-45
125
$319K 0.02%
7,408
+297
3 4
5
6 7