SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
-19.13%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.05B
AUM Growth
+$1.05B
(-4.6%)
Cap. Flow
+$162M
Cap. Flow
% of AUM
15.38%
Top 10 Holdings %
Top 10 Hldgs %
70.24%
Holding
145
New
10
Increased
57
Reduced
43
Closed
27
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$70.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$36.8M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$35.5M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$28.8M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$12.8M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$15M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$9.01M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$6.23M |
| 4 |
VF Corp
VFC
|
$5.41M |
| 5 |
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% |
