SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+6.82%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.86B
AUM Growth
+$1.86B
(+5.2%)
Cap. Flow
-$13.4M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
64.11%
Holding
167
New
7
Increased
54
Reduced
62
Closed
12
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$29.9M |
| 2 |
Vanguard Long-Term Treasury ETF
VGLT
|
$5.95M |
| 3 |
Albemarle
ALB
|
$4.38M |
| 4 |
DoorDash
DASH
|
$3.14M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.83M |
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$12.4M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$7.7M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$7.63M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$6.34M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.52M |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Financials | 2.94% |
| 3 | Healthcare | 2.54% |
| 4 | Industrials | 2.38% |
| 5 | Consumer Discretionary | 2.37% |
