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
$1.65B
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.35M
3
+$4.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.51M

Top Sells

1
+$3.27M
2
+$1.8M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 6.02%
2 Financials 4.01%
3 Healthcare 2.89%
4 Industrials 2.66%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.02%
3,714
127
$310K 0.02%
+5,194
128
$292K 0.02%
13,600
-432
129
$287K 0.02%
1,911
-1,303
130
$284K 0.02%
+5,190
131
$277K 0.02%
3,526
-46
132
$271K 0.02%
2,469
133
$269K 0.02%
+5,158
134
$265K 0.02%
1,124
-21
135
$264K 0.02%
4,719
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136
$261K 0.02%
734
-130
137
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3,509
138
$246K 0.01%
6,957
139
$245K 0.01%
4,135
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140
$245K 0.01%
4,359
+1
141
$240K 0.01%
4,865
142
$230K 0.01%
1,436
143
$226K 0.01%
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144
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3,593
-113
145
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2,383
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146
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+344
147
$218K 0.01%
9,053
-319
148
$217K 0.01%
510
-93
149
$216K 0.01%
+4,748
150
$215K 0.01%
2,503
-1,170
3 4 5
6
7