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
$1.64B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.18M
3
+$6.35M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.47M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$3.57M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$5.57M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$4.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.01M

Sector Composition

1 Technology 6.06%
2 Financials 3.94%
3 Healthcare 2.91%
4 Industrials 2.8%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$306K 0.02%
+606
127
$300K 0.02%
+822
128
$283K 0.02%
+4,963
129
$280K 0.02%
1,145
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130
$278K 0.02%
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131
$278K 0.02%
3,572
-124
132
$272K 0.02%
2,469
133
$267K 0.02%
+3,643
134
$263K 0.02%
2,650
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135
$263K 0.02%
5,812
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136
$259K 0.02%
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+235
137
$258K 0.02%
4,613
-393
138
$257K 0.02%
+1,134
139
$254K 0.02%
+4,358
140
$251K 0.02%
+2,248
141
$249K 0.02%
+6,049
142
$248K 0.02%
603
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143
$247K 0.02%
9,372
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144
$246K 0.02%
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145
$243K 0.01%
+628
146
$240K 0.01%
3,706
+52
147
$238K 0.01%
1,436
148
$234K 0.01%
3,509
149
$222K 0.01%
+1,157
150
$215K 0.01%
+2,346
3 4 5
6
7