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SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.97B
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.84B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$69.5M
2
+$5.67M
3
+$5.66M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$5.07M
5
VGSR icon
Vert Global Sustainable Real Estate ETF
VGSR
+$3.95M

Top Sells

1
+$34.5M
2
+$19.4M
3
+$10M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.07M

Sector Composition

1 Technology 6.58%
2 Financials 3.22%
3 Consumer Discretionary 2.78%
4 Healthcare 2.51%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$435K 0.02%
1,447
-370
152
$431K 0.02%
5,623
153
$424K 0.01%
6,396
-1,152
154
$419K 0.01%
4,997
155
$417K 0.01%
2,684
156
$412K 0.01%
3,038
157
$356K 0.01%
19,000
158
$356K 0.01%
3,816
+608
159
$355K 0.01%
744
-35
160
$353K 0.01%
743
-49
161
$339K 0.01%
1,215
162
$336K 0.01%
10,061
163
$323K 0.01%
973
-1,099
164
$309K 0.01%
2,381
165
$306K 0.01%
2,044
166
$303K 0.01%
2,731
167
$301K 0.01%
2,724
-590
168
$301K 0.01%
618
-14
169
$299K 0.01%
15,832
+329
170
$299K 0.01%
12,929
-3,926
171
$291K 0.01%
1,792
-165
172
$286K 0.01%
2,407
-400
173
$286K 0.01%
1,157
174
$283K 0.01%
2,978
-119
175
$278K 0.01%
349
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7
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