We are live on ! Find out more
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
176
$265K 0.01%
1,985
177
$261K 0.01%
5,316
178
$256K 0.01%
6,965
179
$254K 0.01%
4,417
180
$252K 0.01%
3,823
-13,500
181
$245K 0.01%
1,332
-4
182
$236K 0.01%
3,125
-2
183
$236K 0.01%
7,559
184
$231K 0.01%
376
-33
185
$229K 0.01%
1,963
-487
186
$228K 0.01%
2,700
-174
187
$225K 0.01%
+1,626
188
$225K 0.01%
3,057
+93
189
$224K 0.01%
150
190
$215K 0.01%
4,090
191
$213K 0.01%
+1,500
192
$212K 0.01%
+1,755
193
$212K 0.01%
3,482
194
$210K 0.01%
+432
195
$205K 0.01%
+337
196
$109K ﹤0.01%
11,567
197
$95.6K ﹤0.01%
+12,400
198
$75.3K ﹤0.01%
+13,000
199
$37.6K ﹤0.01%
20,314
200
– –
-403
5 6 7
8
9