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
$2.2B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$8.93M
4
LLY icon
Eli Lilly
LLY
+$7.66M
5
ZM icon
Zoom
ZM
+$6.58M

Top Sells

1
+$6.21M
2
+$4.92M
3
+$4.21M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.8M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.16M

Sector Composition

1 Technology 6.98%
2 Financials 2.76%
3 Healthcare 2.51%
4 Communication Services 2.43%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 0.63%
130,573
-22,716
27
$12.1M 0.55%
208,310
-50,899
28
$11.4M 0.52%
295,534
-1,346
29
$10.6M 0.48%
19,112
+248
30
$10.5M 0.48%
208,143
-62,591
31
$10.4M 0.47%
94,716
-811
32
$10.3M 0.47%
39,951
+3,162
33
$9.67M 0.44%
61,792
+155
34
$8.93M 0.41%
+48,820
35
$8.9M 0.4%
170,947
-2,345
36
$8.88M 0.4%
40,714
+4,376
37
$8.71M 0.4%
17,230
-784
38
$8.57M 0.39%
108,814
-725
39
$8.55M 0.39%
51,859
-854
40
$8.48M 0.39%
35,620
-675
41
$8.3M 0.38%
56,801
+271
42
$8.22M 0.37%
162,881
+15,095
43
$8.18M 0.37%
24,041
-538
44
$7.95M 0.36%
40,438
-3
45
$7.81M 0.35%
36,584
+4
46
$7.78M 0.35%
32,135
-322
47
$7.66M 0.35%
+8,461
48
$7.46M 0.34%
30,130
+386
49
$7.38M 0.34%
9,368
+81
50
$7.31M 0.33%
43,124
+260
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