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
$1.65B
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$4.35M
3
+$4.29M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.26M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.51M

Top Sells

1
+$3.27M
2
+$1.8M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.19M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 6.02%
2 Financials 4.01%
3 Healthcare 2.89%
4 Industrials 2.66%
5 Communication Services 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.01%
1,970
152
$212K 0.01%
3,917
-696
153
$204K 0.01%
2,761
-131
154
$202K 0.01%
1,392
-712
155
$78K ﹤0.01%
12,500
156
$42K ﹤0.01%
500
157
– –
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158
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159
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160
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161
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162
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163
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167
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168
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– –
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– –
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