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
$1.81B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$4.99M
3
+$4.38M
4
META icon
Meta Platforms (Facebook)
META
+$4.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.31M

Top Sells

1
+$58.8M
2
+$27.8M
3
+$19.7M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.5M

Sector Composition

1 Technology 5.8%
2 Financials 2.68%
3 Healthcare 2.4%
4 Consumer Discretionary 2.27%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.02%
6,081
-410
127
$345K 0.02%
1,662
-53
128
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4,106
129
$325K 0.02%
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130
$316K 0.02%
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131
$310K 0.02%
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132
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4,551
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133
$284K 0.02%
11,202
-33,470
134
$280K 0.02%
753
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135
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3,110
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136
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137
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138
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762
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139
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140
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141
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145
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146
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147
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1,481
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148
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149
$190K 0.01%
20,962
150
$97.6K 0.01%
48,575
3 4 5
6
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