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
$2.37B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$6.69M
3
+$6.62M
4
ETN icon
Eaton
ETN
+$5.53M
5
ACN icon
Accenture
ACN
+$4.25M

Top Sells

1
+$6.56M
2
+$4.03M
3
+$3.92M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.35M

Sector Composition

1 Technology 6.86%
2 Financials 2.74%
3 Healthcare 2.55%
4 Consumer Discretionary 2.33%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$665K 0.03%
12,608
127
$643K 0.03%
2,323
+65
128
$634K 0.03%
2,574
+127
129
$627K 0.03%
1,010
+7
130
$626K 0.03%
3,683
+114
131
$610K 0.03%
5,670
132
$607K 0.03%
25,368
133
$584K 0.02%
8,129
+288
134
$568K 0.02%
2,095
-25
135
$547K 0.02%
12,030
136
$544K 0.02%
3,156
+206
137
$530K 0.02%
2,795
+203
138
$525K 0.02%
26,752
-436
139
$521K 0.02%
9,359
-91
140
$491K 0.02%
+8,251
141
$473K 0.02%
13,782
142
$469K 0.02%
1,754
-39
143
$458K 0.02%
4,036
-33
144
$424K 0.02%
4,702
145
$403K 0.02%
11,970
146
$396K 0.02%
3,265
-242
147
$394K 0.02%
4,914
+189
148
$392K 0.02%
821
-15
149
$390K 0.02%
2,853
150
$381K 0.02%
5,623
4 5
6
7 8