We are live on ! Find out more
SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$5.67M
3
+$5.66M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.07M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$3.95M

Top Sells

1
+$34.5M
2
+$19.4M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M

Sector Composition

1 Technology 6.58%
2 Financials 3.22%
3 Consumer Discretionary 2.78%
4 Healthcare 2.51%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.06%
8,071
102
$1.73M 0.06%
15,307
-237
103
$1.71M 0.06%
12,268
-47
104
$1.69M 0.06%
11,962
-456
105
$1.61M 0.06%
22,506
-1,552
106
$1.52M 0.05%
6,581
-519
107
$1.25M 0.04%
13,037
+71
108
$1.25M 0.04%
6,113
109
$1.23M 0.04%
3,707
+1
110
$1.23M 0.04%
10,520
111
$1.17M 0.04%
23,096
-9,527
112
$1.14M 0.04%
6,238
-1,605
113
$1.04M 0.04%
17,708
-1,110
114
$1.03M 0.04%
26,723
-262
115
$959K 0.03%
9,612
+1,161
116
$956K 0.03%
2,690
-48
117
$941K 0.03%
58,794
118
$910K 0.03%
+32,387
119
$905K 0.03%
19,894
+1,832
120
$840K 0.03%
3,341
-185
121
$821K 0.03%
7,353
122
$797K 0.03%
2,833
-1,871
123
$794K 0.03%
23,792
124
$777K 0.03%
11,358
125
$752K 0.03%
1,321
-1,376
3 4
5
6 7