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
$1.86B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.95M
3
+$4.38M
4
DASH icon
DoorDash
DASH
+$3.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.83M

Top Sells

1
+$12.4M
2
+$7.7M
3
+$7.63M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.52M

Sector Composition

1 Technology 4.71%
2 Financials 2.94%
3 Healthcare 2.54%
4 Industrials 2.38%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.62%
70,954
-620
27
$10.2M 0.55%
202,710
-109,635
28
$9.9M 0.53%
60,703
+190
29
$9.67M 0.52%
106,914
+10
30
$9.65M 0.52%
283,982
+1,090
31
$8.85M 0.48%
57,101
+490
32
$8.61M 0.46%
44,935
-63
33
$8.37M 0.45%
21,727
+26
34
$8.28M 0.44%
55,679
+480
35
$8.21M 0.44%
24,441
-1,742
36
$8.17M 0.44%
40,906
-494
37
$8.13M 0.44%
103,726
-3,816
38
$8.1M 0.43%
38,128
+80
39
$8.01M 0.43%
41,311
-159
40
$7.96M 0.43%
78,627
+628
41
$7.88M 0.42%
109,628
-2,715
42
$7.76M 0.42%
39,965
+257
43
$7.67M 0.41%
34,332
-391
44
$7.61M 0.41%
26,644
+280
45
$7.29M 0.39%
104,526
+79
46
$7.03M 0.38%
36,785
+260
47
$6.65M 0.36%
40,158
+610
48
$6.59M 0.35%
31,232
-949
49
$6.55M 0.35%
9,788
-87
50
$6.53M 0.35%
191,655
+4,954
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