SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+7.39%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$2.11B
AUM Growth
+$2.11B
(+1.5%)
Cap. Flow
+$6.22M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
63.52%
Holding
171
New
10
Increased
35
Reduced
95
Closed
9
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$104M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$34.5M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$5.6M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.55M |
| 5 |
Estee Lauder
EL
|
$4.06M |
Top Sells
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
$48.9M |
| 2 |
Vanguard Small-Cap Growth ETF
VBK
|
$18.1M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$17.4M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$12.2M |
Sector Composition
| 1 | Technology | 5.98% |
| 2 | Financials | 2.78% |
| 3 | Communication Services | 2.41% |
| 4 | Consumer Discretionary | 2.33% |
| 5 | Healthcare | 2.2% |
