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Home > Institutional Investor > Sand Hill Global Advisors, Llc > Profile

Instuitional Investor - Sand Hill Global Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sand Hill Global Advisors, Llc
Portfolio Value $2,077,582,511
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 542,662 $237,034,874 11.4%
2.
Ishares Trust
 IEF 2,685,397 $202,344,670 9.73%
3.
Spdr S & P 500 Etf Trust
 SPY 423,031 $201,071,063 9.67%
4.
Ishares Trust
 IEF 629,485 $126,343,860 6.08%
5.
Ishares Trust
 IEF 442,978 $122,771,469 5.9%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)