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
$1.81B
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$4.99M
3
+$4.38M
4
META icon
Meta Platforms (Facebook)
META
+$4.32M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.31M

Top Sells

1
+$58.8M
2
+$27.8M
3
+$19.7M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.5M

Sector Composition

1 Technology 5.8%
2 Financials 2.68%
3 Healthcare 2.4%
4 Consumer Discretionary 2.27%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$88.4K ﹤0.01%
27,189
152
$83.6K ﹤0.01%
+11,533
153
– –
-6,986
154
– –
-2,745
155
– –
-8,291
156
– –
-2,720
157
– –
-2,195
158
– –
-3,482
159
– –
-7,903
160
– –
-12,500
3 4 5 6
7