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
$2.69B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$83.6M
2
+$30.9M
3
+$16.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$10.8M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$7.23M

Top Sells

1
+$76.6M
2
+$10.5M
3
+$7.5M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.02M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$6.95M

Sector Composition

1 Technology 6.56%
2 Financials 3.5%
3 Consumer Discretionary 2.81%
4 Healthcare 2.74%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEEV icon
26
Veeva Systems
VEEV
$48B
$15.2M 0.57%
52,869
DOCS icon
27
Doximity
DOCS
$9.51B
$14.7M 0.55%
240,301
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.1T
$13.8M 0.51%
19
IYR icon
29
iShares US Real Estate ETF
IYR
$3.69B
$13.8M 0.51%
145,928
-54
DASH icon
30
DoorDash
DASH
$85.6B
$12.9M 0.48%
52,218
+6
ESML icon
31
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
$12.6M 0.47%
304,235
-10,133
PH icon
32
Parker-Hannifin
PH
$107B
$11.2M 0.42%
16,039
+59
TJX icon
33
TJX Companies
TJX
$163B
$11.2M 0.42%
90,570
+690
ESGD icon
34
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.4B
$10.9M 0.41%
122,342
+1,954
CME icon
35
CME Group
CME
$102B
$10.8M 0.4%
39,055
+594
BSV icon
36
Vanguard Short-Term Bond ETF
BSV
$38.8B
$10.8M 0.4%
+136,734
AVGO icon
37
Broadcom
AVGO
$1.58T
$10.2M 0.38%
37,157
-309
BLK icon
38
Blackrock
BLK
$167B
$9.82M 0.36%
9,362
+136
ZM icon
39
Zoom
ZM
$25.3B
$9.64M 0.36%
123,610
SYK icon
40
Stryker
SYK
$142B
$9.45M 0.35%
23,888
+430
ADSK icon
41
Autodesk
ADSK
$63.6B
$9.27M 0.34%
29,931
+629
CVX icon
42
Chevron
CVX
$311B
$9.05M 0.34%
63,194
+1,104
ECL icon
43
Ecolab
ECL
$74.4B
$8.95M 0.33%
33,204
+221
VB icon
44
Vanguard Small-Cap ETF
VB
$66.8B
$8.88M 0.33%
37,467
-6,139
PANW icon
45
Palo Alto Networks
PANW
$140B
$8.87M 0.33%
43,335
+850
PG icon
46
Procter & Gamble
PG
$345B
$8.66M 0.32%
54,346
+1,515
JPST icon
47
JPMorgan Ultra-Short Income ETF
JPST
$34B
$8.65M 0.32%
170,629
-138,596
PULS icon
48
PGIM Ultra Short Bond ETF
PULS
$12.5B
$8.57M 0.32%
172,135
-139,711
HON icon
49
Honeywell
HON
$128B
$8.46M 0.31%
36,335
+730
BKNG icon
50
Booking.com
BKNG
$166B
$8.39M 0.31%
1,450
+3
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