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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.3M
3
+$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.6M

Top Sells

1
+$29.8M
2
+$10.7M
3
+$8.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.52M
5
VWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$996K 0.06%
19,864
-1,685
102
$927K 0.05%
5,437
-546
103
$888K 0.05%
+17,824
104
$800K 0.05%
+98,320
105
$731K 0.04%
30,898
106
$718K 0.04%
54,348
107
$713K 0.04%
6,467
-4,845
108
$706K 0.04%
6,986
109
$692K 0.04%
21,974
110
$689K 0.04%
4,541
+1,633
111
$647K 0.04%
13,835
-18,335
112
$643K 0.04%
3,690
113
$619K 0.03%
7,820
-2,999
114
$603K 0.03%
2,287
+111
115
$586K 0.03%
3,243
+50
116
$581K 0.03%
8,078
-993
117
$579K 0.03%
2,798
+320
118
$577K 0.03%
6,858
-1,585
119
$557K 0.03%
2,598
+212
120
$542K 0.03%
6,631
-577
121
$536K 0.03%
2,243
+797
122
$513K 0.03%
3,025
-4,800
123
$496K 0.03%
1,427
+576
124
$496K 0.03%
6,031
-2,435
125
$484K 0.03%
5,812
+64
3 4
5
6 7