SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+6.43%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.64B
AUM Growth
+$1.64B
(+6.5%)
Cap. Flow
+$9.79M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
66.15%
Holding
167
New
27
Increased
78
Reduced
40
Closed
6
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.05M |
| 2 |
Stryker
SYK
|
$7.18M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.35M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$5.47M |
| 5 |
Sherwin-Williams
SHW
|
$4.99M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$17.7M |
| 2 |
iShares S&P 100 ETF
OEF
|
$17.1M |
| 3 |
Pfizer
PFE
|
$5.57M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$4.34M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.01M |
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Financials | 3.94% |
| 3 | Healthcare | 2.91% |
| 4 | Industrials | 2.8% |
| 5 | Communication Services | 2.76% |
