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
$1.25B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$17.7M
3
+$13.3M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.43M
5
TJX icon
TJX Companies
TJX
+$4.45M

Top Sells

1
+$41.4M
2
+$19.6M
3
+$17.8M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.17M

Sector Composition

1 Technology 5.37%
2 Financials 3.49%
3 Healthcare 3.02%
4 Communication Services 2.71%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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-26,564
130
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-76,419
131
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-4,646
132
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-10,720
133
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-6,421
134
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-4,802
2 3 4 5
6