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SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$5.67M
3
+$5.66M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.07M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$3.95M

Top Sells

1
+$34.5M
2
+$19.4M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M

Sector Composition

1 Technology 6.58%
2 Financials 3.22%
3 Consumer Discretionary 2.78%
4 Healthcare 2.51%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$714K 0.03%
2,529
-311
127
$668K 0.02%
12,608
128
$668K 0.02%
2,275
129
$667K 0.02%
25,367
130
$600K 0.02%
6,872
131
$596K 0.02%
1,960
-77
132
$595K 0.02%
4,569
133
$591K 0.02%
6,029
-7,135
134
$582K 0.02%
49,697
-12,291
135
$571K 0.02%
4,265
-10,995
136
$551K 0.02%
7,404
+4,419
137
$549K 0.02%
5,748
138
$536K 0.02%
+10,397
139
$531K 0.02%
4,430
-8,430
140
$529K 0.02%
3,159
-7
141
$528K 0.02%
19,359
+218
142
$518K 0.02%
2,192
143
$513K 0.02%
2,522
-294
144
$506K 0.02%
10,925
145
$504K 0.02%
8,652
146
$485K 0.02%
6,669
147
$459K 0.02%
+1,027
148
$453K 0.02%
3,227
-202
149
$453K 0.02%
2,286
-23,814
150
$450K 0.02%
11,970
4 5
6
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