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
$1.77B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$26.3M
2 +$21.3M
3 +$14.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.6M

Top Sells

1 +$29.8M
2 +$10.7M
3 +$8.47M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.78M

Sector Composition

1 Technology 4.12%
2 Financials 3.12%
3 Healthcare 2.77%
4 Industrials 2.39%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$224K 0.01%
1,612
152
$221K 0.01%
3,482
153
$219K 0.01%
3,224
154
$208K 0.01%
+1,777
155
$205K 0.01%
+2,745
156
$204K 0.01%
+1,725
157
$130K 0.01%
73,575
158
$124K 0.01%
+16,990
159
$68.4K ﹤0.01%
10,648
160
$10K ﹤0.01%
12,500
161
-18,543
162
-12,025
163
-13,125
164
-40,000