SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+5.89%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.54B
AUM Growth
+$1.54B
(+2.7%)
Cap. Flow
-$38M
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
66.33%
Holding
151
New
12
Increased
47
Reduced
65
Closed
11
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.84M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$6.63M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5M |
| 4 |
American Tower
AMT
|
$3.51M |
| 5 |
Intel
INTC
|
$1.52M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$27.3M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$24.4M |
| 3 |
AT&T
T
|
$4.78M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.69M |
| 5 |
Apple
AAPL
|
$1.54M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Financials | 3.74% |
| 3 | Healthcare | 2.8% |
| 4 | Industrials | 2.78% |
| 5 | Communication Services | 2.47% |
