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
$1.5B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$4.19M
3
+$3.55M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.63M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.48M

Top Sells

1
+$18.1M
2
+$17M
3
+$4.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.39M

Sector Composition

1 Technology 5.32%
2 Financials 3.55%
3 Communication Services 2.8%
4 Healthcare 2.73%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$251K 0.02%
865
-24
127
$247K 0.02%
1,221
+187
128
$242K 0.02%
+4,936
129
$227K 0.02%
690
-12
130
$222K 0.01%
+2,469
131
$220K 0.01%
3,654
-125
132
$219K 0.01%
+564
133
$217K 0.01%
3,502
-585
134
$205K 0.01%
+4,971
135
$203K 0.01%
+1,138
136
$203K 0.01%
+2,841
137
$202K 0.01%
12,500
138
$121K 0.01%
10,195
139
– –
-695
140
– –
-8,473
141
– –
-9,998
2 3 4 5
6