SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+8.07%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.77B
AUM Growth
+$1.77B
(+12%)
Cap. Flow
+$65.8M
Cap. Flow
% of AUM
3.72%
Top 10 Holdings %
Top 10 Hldgs %
62.17%
Holding
164
New
10
Increased
61
Reduced
67
Closed
4
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$26.3M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$21.3M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$14.3M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.2M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$10.6M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$29.8M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$10.7M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$8.47M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$7.52M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.78M |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Financials | 3.12% |
| 3 | Healthcare | 2.77% |
| 4 | Industrials | 2.39% |
| 5 | Consumer Discretionary | 1.93% |
