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
$1.76B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$55.9M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$14.6M

Top Sells

1
+$10.9M
2
+$3.79M
3
+$3.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M
5
COIN icon
Coinbase
COIN
+$3.01M

Sector Composition

1 Technology 3.99%
2 Financials 2.92%
3 Healthcare 2.66%
4 Industrials 2.22%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 0.62%
+128,053
27
$10.5M 0.6%
92,920
+2,690
28
$10.1M 0.57%
56,735
+1,544
29
$9.49M 0.54%
53,882
+24,663
30
$9.36M 0.53%
45,735
-1,707
31
$9.18M 0.52%
63,404
-627
32
$8.51M 0.49%
4,868
+47
33
$8.09M 0.46%
41,141
-267
34
$8.08M 0.46%
35,965
-5
35
$8.04M 0.46%
163,263
-35,371
36
$7.97M 0.45%
55,456
+809
37
$7.88M 0.45%
93,866
+1,022
38
$7.58M 0.43%
41,546
-51
39
$7.53M 0.43%
69,313
+2,964
40
$7.22M 0.41%
77,936
+1,024
41
$6.93M 0.39%
42,006
+1,799
42
$6.72M 0.38%
+97,145
43
$6.66M 0.38%
211,440
+27,492
44
$6.62M 0.38%
436,600
+18,760
45
$6.61M 0.38%
106,512
-802
46
$6.55M 0.37%
26,639
+314
47
$6.38M 0.36%
36,695
+575
48
$6.23M 0.35%
40,516
+808
49
$6.17M 0.35%
110,499
+2,392
50
$6.13M 0.35%
27,383
+39
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