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
$2.43B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$60.4M
3
+$15.2M
4
DOCS icon
Doximity
DOCS
+$10.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.87M

Top Sells

1
+$35.3M
2
+$21.9M
3
+$11.7M
4
MDLZ icon
Mondelez International
MDLZ
+$5.6M
5
UPS icon
United Parcel Service
UPS
+$4.09M

Sector Composition

1 Technology 6.07%
2 Financials 3.48%
3 Healthcare 3.05%
4 Consumer Discretionary 2.66%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.7M 0.64%
309,225
+78,480
27
$15.5M 0.64%
311,846
+80,009
28
$15.2M 0.62%
+19
29
$14M 0.58%
145,982
-7,306
30
$13.9M 0.57%
240,301
+177,288
31
$12.2M 0.5%
52,869
+4,049
32
$12.1M 0.5%
314,368
+8,690
33
$10.9M 0.45%
89,880
+439
34
$10.4M 0.43%
62,090
+1,185
35
$10.2M 0.42%
38,461
-265
36
$9.83M 0.41%
120,388
+3,232
37
$9.71M 0.4%
15,980
-88
38
$9.67M 0.4%
43,606
+6,074
39
$9.59M 0.4%
90,941
-37,746
40
$9.54M 0.39%
52,212
41
$9.12M 0.38%
123,610
42
$9M 0.37%
52,831
+795
43
$8.73M 0.36%
23,458
-76
44
$8.73M 0.36%
9,226
+78
45
$8.36M 0.34%
32,983
-516
46
$8.27M 0.34%
49,890
-2,303
47
$8.17M 0.34%
61,602
-1,753
48
$7.97M 0.33%
29,701
-9,303
49
$7.67M 0.32%
29,302
+100
50
$7.57M 0.31%
32,714
+306
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2
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