SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
-6.15%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$1.59B
AUM Growth
+$1.59B
(-9.5%)
Cap. Flow
-$41.7M
Cap. Flow
% of AUM
-2.62%
Top 10 Holdings %
Top 10 Hldgs %
63.87%
Holding
164
New
10
Increased
39
Reduced
87
Closed
10
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.1M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$13.3M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$11.3M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$8.14M |
| 5 |
Adobe
ADBE
|
$5.73M |
Top Sells
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Financials | 2.9% |
| 3 | Communication Services | 2.79% |
| 4 | Healthcare | 2.75% |
| 5 | Industrials | 2.31% |
