SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.84B
1-Year Est. Return
14.7%
1 Year Est. Return
+14.7%
AUM
$2.84B
AUM Growth
+$147M
(+5.5%)
Holding
214
Top Buys
| 1 | +$70.1M | |
| 2 | +$5.68M | |
| 3 | +$5.68M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$5.28M |
| 5 |
Vert Global Sustainable Real Estate ETF
VGSR
|
+$3.99M |
Top Sells
| 1 | +$34.6M | |
| 2 | +$20.2M | |
| 3 | +$10.4M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$6.42M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.27M |
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 | |
|---|---|---|---|---|---|---|
201
Cardlytics
CDLX
$58.4M
| – | – |
-21,456
|
|
||
202
Duke Energy
DUK
$93B
| – | – |
-2,074
|
|
||
203
iShares Core S&P Total US Stock Market ETF
ITOT
$80.2B
| – | – |
-16,672
|
|
||
204
iShares Core S&P US Value ETF
IUSV
$23.9B
| – | – |
-8,767
|
|
||
205
iShares Core S&P US Growth ETF
IUSG
$26.1B
| – | – |
-10,409
|
|
||
206
Moody's
MCO
$87.3B
| – | – |
-403
|
|
||
207
Martin Marietta Materials
MLM
$36.6B
| – | – |
-553
|
|
||
208
Merck
MRK
$250B
| – | – |
-2,910
|
|
||
209
Novo Nordisk
NVO
$212B
| – | – |
-3,287
|
|
||
210
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
| – | – |
-1,726
|
|
||
211
Schwab US Dividend Equity ETF
SCHD
$70.5B
| – | – |
-33,073
|
|
||
212
UnitedHealth
UNH
$294B
| – | – |
-2,163
|
|
||
213
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
| – | – |
-6,691
|
|
||
214
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-6,461
|
|