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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.3M
3
+$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.6M

Top Sells

1
+$29.8M
2
+$10.7M
3
+$8.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.78M

Sector Composition

1 Technology 4.12%
2 Financials 3.12%
3 Healthcare 2.77%
4 Industrials 2.39%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.03%
1,219
-4
127
$448K 0.03%
4,436
-876
128
$442K 0.03%
10,068
129
$433K 0.02%
+6,805
130
$432K 0.02%
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-227
131
$419K 0.02%
16,256
-35,000
132
$417K 0.02%
8,139
-510
133
$409K 0.02%
13,480
-120
134
$387K 0.02%
15,209
-53,233
135
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2,698
-201
136
$371K 0.02%
15,297
137
$358K 0.02%
+3,606
138
$343K 0.02%
1,723
-99
139
$303K 0.02%
12,263
140
$300K 0.02%
3,641
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141
$296K 0.02%
4,111
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142
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889
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143
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6,718
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144
$277K 0.02%
3,463
145
$256K 0.01%
1,552
+111
146
$252K 0.01%
946
-50
147
$249K 0.01%
6,315
-1,849
148
$245K 0.01%
2,469
149
$240K 0.01%
27,189
150
$226K 0.01%
+6,500
3 4 5
6
7