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
$2.36B
AUM Growth
-$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$7.86M
3
+$5.45M
4
INTU icon
Intuit
INTU
+$4.18M
5
DOCS icon
Doximity
DOCS
+$3.36M

Top Sells

1
+$19.7M
2
+$11.9M
3
+$8.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.86M

Sector Composition

1 Technology 7.25%
2 Financials 2.83%
3 Consumer Discretionary 2.73%
4 Communication Services 2.4%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 0.6%
153,288
-10,054
27
$13.7M 0.58%
128,687
+5,838
28
$13M 0.55%
39,004
-1,191
29
$12.9M 0.54%
305,678
+6,927
30
$12.5M 0.53%
214,246
+8,106
31
$11.6M 0.49%
230,745
-62,543
32
$11.5M 0.49%
231,837
-58,845
33
$10.8M 0.46%
89,441
-3,149
34
$10.3M 0.43%
48,820
35
$10.2M 0.43%
16,068
-650
36
$10.1M 0.43%
123,610
+12,482
37
$9.38M 0.4%
9,148
-149
38
$9.02M 0.38%
37,532
-741
39
$8.99M 0.38%
38,726
-998
40
$8.92M 0.38%
117,156
+6,899
41
$8.82M 0.37%
60,905
-1,091
42
$8.76M 0.37%
52,212
-100
43
$8.72M 0.37%
52,036
-67
44
$8.63M 0.37%
29,202
-994
45
$8.47M 0.36%
23,534
-413
46
$8.26M 0.35%
18,582
-472
47
$8.08M 0.34%
20,018
-1,412
48
$8.03M 0.34%
35,534
-1,162
49
$7.87M 0.33%
152,137
-10,071
50
$7.85M 0.33%
33,499
-1,257
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