SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.84B
1-Year Est. Return
14.7%
1 Year Est. Return
+14.7%
AUM
$2.69B
AUM Growth
+$266M
(+11%)
Holding
213
Top Buys
| 1 | +$83.6M | |
| 2 | +$30.9M | |
| 3 | +$16.4M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$10.8M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$7.23M |
Top Sells
| 1 | +$76.6M | |
| 2 | +$10.5M | |
| 3 | +$7.5M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.02M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$6.95M |
Sector Composition
| 1 | Technology | 6.56% |
| 2 | Financials | 3.5% |
| 3 | Consumer Discretionary | 2.81% |
| 4 | Healthcare | 2.74% |
| 5 | Communication Services | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Expensify
EXFY
$137M
| $52.6K | ﹤0.01% |
20,314
-3,788
|
|
||
202
Cardlytics
CDLX
$81.6M
| $35.3K | ﹤0.01% |
+21,456
|
|
||
203
Zoetis
ZTS
$53.7B
| – | – |
-19,163
|
|
||
204
iShares Core Universal USD Bond ETF
IUSB
$33.3B
| – | – |
-6,570
|
|
||
205
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
| – | – |
-4,140
|
|
||
206
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| – | – |
-5,210
|
|
||
207
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| – | – |
-18,351
|
|
||
208
First Trust Preferred Securities and Income ETF
FPE
$6.23B
| – | – |
-12,379
|
|
||
209
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.38B
| – | – |
-26,169
|
|
||
210
iShares Select Dividend ETF
DVY
$20.8B
| – | – |
-1,647
|
|
||
211
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$639M
| – | – |
-29,930
|
|
||
212
Bristol-Myers Squibb
BMY
$101B
| – | – |
-5,097
|
|
||
213
Adobe
ADBE
$141B
| – | – |
-11,088
|
|