SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.94M
3
+$3.08M
4
PYPL icon
PayPal
PYPL
+$2.75M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.81M

Top Sells

1
+$20.2M
2
+$4.86M
3
+$4.51M
4
COTY icon
Coty
COTY
+$2.78M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.71M

Sector Composition

1 Technology 4.01%
2 Financials 3.62%
3 Healthcare 3.1%
4 Communication Services 2.43%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.82M 0.65%
40,078
-666
27
$6.58M 0.63%
56,285
-726
28
$6.24M 0.59%
73,332
-2,041
29
$6.17M 0.59%
16,778
-57
30
$6.05M 0.58%
144,629
-6,162
31
$5.88M 0.56%
124,339
-4,202
32
$5.72M 0.55%
36,509
-324
33
$5.63M 0.54%
46,085
-132
34
$5.44M 0.52%
74,122
-1,704
35
$5.33M 0.51%
55,487
-779
36
$5.2M 0.5%
67,318
-5,012
37
$5.19M 0.49%
62,364
-1,657
38
$5.13M 0.49%
33,786
-1,539
39
$5.1M 0.49%
101,705
+61,339
40
$5.07M 0.48%
57,594
-4,016
41
$5.06M 0.48%
28,715
-438
42
$5.01M 0.48%
31,401
-797
43
$4.96M 0.47%
26,966
-131
44
$4.66M 0.44%
39,945
-869
45
$4.59M 0.44%
91,438
+36,078
46
$4.55M 0.43%
47,237
-121
47
$4.5M 0.43%
30,980
-986
48
$4.49M 0.43%
104,453
-1,184
49
$4.32M 0.41%
87,931
+157
50
$3.92M 0.37%
8,315
+7
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