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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$35.6M
3
+$33.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$21.3M

Top Sells

1
+$116M
2
+$7.76M
3
+$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.26M
5
SYY icon
Sysco
SYY
+$4.12M

Sector Composition

1 Technology 5.49%
2 Consumer Discretionary 2.46%
3 Financials 2.44%
4 Healthcare 2.26%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.58%
4,305
-254
27
$10.6M 0.52%
21,583
-144
28
$10.2M 0.51%
286,831
+2,849
29
$10.1M 0.5%
200,040
-53,123
30
$9.67M 0.48%
61,429
+726
31
$9.56M 0.47%
57,733
+632
32
$8.92M 0.44%
22,859
-1,582
33
$8.67M 0.43%
102,294
-1,432
34
$8.47M 0.42%
55,792
+113
35
$8.46M 0.42%
40,069
-837
36
$8.41M 0.42%
45,386
+451
37
$8.22M 0.41%
163,862
-38,848
38
$8.16M 0.41%
28,447
-807
39
$8.06M 0.4%
38,186
+58
40
$7.99M 0.4%
26,202
-442
41
$7.89M 0.39%
108,164
-1,464
42
$7.69M 0.38%
37,041
+256
43
$7.51M 0.37%
40,232
+74
44
$7.45M 0.37%
68,364
-10,263
45
$7.43M 0.37%
101,919
-2,607
46
$7.37M 0.37%
41,130
-181
47
$7.36M 0.37%
34,595
+263
48
$6.9M 0.34%
9,978
+190
49
$6.84M 0.34%
31,078
-154
50
$6.3M 0.31%
24,082
+1,393
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