SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$6.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.98M
5
SYY icon
Sysco
SYY
+$4.32M

Top Sells

1
+$16.7M
2
+$5.21M
3
+$3.67M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.14M
5
AAPL icon
Apple
AAPL
+$1.87M

Sector Composition

1 Technology 5.07%
2 Financials 3.6%
3 Healthcare 2.69%
4 Industrials 2.68%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.78M 0.54%
55,191
+1,552
27
$9.41M 0.52%
92,844
+30,101
28
$9.35M 0.52%
35,970
+259
29
$8.92M 0.49%
41,597
+652
30
$8.86M 0.49%
41,408
+948
31
$8.54M 0.47%
40,207
+1,070
32
$8.35M 0.46%
54,647
+601
33
$7.85M 0.43%
66,349
+1,058
34
$7.78M 0.43%
76,912
-212
35
$7.52M 0.42%
28,124
+102
36
$7.47M 0.41%
26,325
+884
37
$7.38M 0.41%
148,903
+4,928
38
$7.33M 0.41%
53,473
+1,513
39
$7.25M 0.4%
37,864
+1,019
40
$7.15M 0.4%
9,360
+272
41
$7.03M 0.39%
36,120
+763
42
$7.01M 0.39%
39,708
+1,703
43
$7M 0.39%
183,948
+55,477
44
$6.83M 0.38%
27,344
+1,249
45
$6.74M 0.37%
107,314
+1,547
46
$6.67M 0.37%
90,435
+22,074
47
$6.66M 0.37%
27,980
+351
48
$6.55M 0.36%
108,107
+3,840
49
$6.32M 0.35%
28,402
+1,177
50
$6.27M 0.35%
28,945
+46
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