SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$70.9M
2
+$36.8M
3
+$35.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$28.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.8M

Top Sells

1
+$15M
2
+$9.01M
3
+$6.23M
4
VFC icon
VF Corp
VFC
+$5.41M
5
WY icon
Weyerhaeuser
WY
+$4.78M

Sector Composition

1 Technology 5.24%
2 Financials 3.9%
3 Healthcare 3.26%
4 Communication Services 2.87%
5 Industrials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
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