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
$2.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.69M
3
+$6.62M
4
ETN icon
Eaton
ETN
+$5.53M
5
ACN icon
Accenture
ACN
+$4.25M

Top Sells

1
+$6.56M
2
+$4.03M
3
+$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.35M

Sector Composition

1 Technology 6.86%
2 Financials 2.74%
3 Healthcare 2.55%
4 Consumer Discretionary 2.33%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.06%
10,409
-1,191
102
$1.32M 0.06%
2,682
-9
103
$1.32M 0.06%
6,521
104
$1.25M 0.05%
13,000
105
$1.08M 0.05%
2,878
+248
106
$1.06M 0.04%
3,822
107
$1.03M 0.04%
13,701
-1,200
108
$984K 0.04%
16,291
-512
109
$978K 0.04%
10,247
-1,357
110
$973K 0.04%
16,949
+1
111
$955K 0.04%
32,718
-95
112
$891K 0.04%
65,292
-7,500
113
$843K 0.04%
29,901
-1,185
114
$840K 0.04%
4,929
-19
115
$830K 0.04%
7,427
116
$825K 0.03%
3,047
+110
117
$823K 0.03%
3,386
-2,523
118
$818K 0.03%
8,123
-13,439
119
$814K 0.03%
1,147
+38
120
$721K 0.03%
3,263
+198
121
$709K 0.03%
9,078
-11,511
122
$708K 0.03%
8,367
123
$696K 0.03%
18,062
124
$682K 0.03%
12,809
+406
125
$667K 0.03%
2,191
+71
3 4
5
6 7