SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.87B
1-Year Est. Return 16.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$7.89M
3
+$5.31M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$4.66M
5
VRSK icon
Verisk Analytics
VRSK
+$4.59M

Top Sells

1
+$9.13M
2
+$7.79M
3
+$7.04M
4
NVDA icon
NVIDIA
NVDA
+$5.92M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$5.28M

Sector Composition

1 Technology 6.39%
2 Financials 3.26%
3 Consumer Discretionary 2.75%
4 Communication Services 2.45%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.51T
$8.14M 0.28%
18,111
-411
SYK icon
52
Stryker
SYK
$148B
$8.04M 0.28%
22,877
-416
CRM icon
53
Salesforce
CRM
$181B
$7.83M 0.27%
29,569
-245
PANW icon
54
Palo Alto Networks
PANW
$123B
$7.72M 0.27%
41,900
-60
INTU icon
55
Intuit
INTU
$117B
$7.71M 0.27%
11,645
+4,067
PG icon
56
Procter & Gamble
PG
$380B
$7.62M 0.27%
53,202
+61
BKNG icon
57
Booking.com
BKNG
$132B
$7.34M 0.26%
1,370
-53
NEAR icon
58
iShares Short Maturity Bond ETF
NEAR
$4.08B
$7.23M 0.25%
141,416
-150
ABT icon
59
Abbott
ABT
$198B
$7.22M 0.25%
57,657
-1,205
MDY icon
60
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
$7.2M 0.25%
11,929
-10
DIS icon
61
Walt Disney
DIS
$185B
$7.15M 0.25%
62,803
-1,795
WM icon
62
Waste Management
WM
$98B
$7.05M 0.25%
32,094
-398
AEP icon
63
American Electric Power
AEP
$72.4B
$7.02M 0.24%
60,848
-557
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$583B
$6.87M 0.24%
20,477
-401
HON icon
65
Honeywell
HON
$157B
$6.62M 0.23%
33,913
-985
EEM icon
66
iShares MSCI Emerging Markets ETF
EEM
$29B
$6.59M 0.23%
120,533
-6,470
SNOW icon
67
Snowflake
SNOW
$58.3B
$6.19M 0.22%
28,218
+172
VCSH icon
68
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$6.07M 0.21%
76,186
WYNN icon
69
Wynn Resorts
WYNN
$10.8B
$6.07M 0.21%
50,446
-839
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$28.8B
$5.95M 0.21%
42,046
GOOG icon
71
Alphabet (Google) Class C
GOOG
$3.71T
$5.32M 0.19%
16,962
+157
PLD icon
72
Prologis
PLD
$133B
$5.31M 0.19%
41,599
+240
ETN icon
73
Eaton
ETN
$147B
$5.19M 0.18%
16,301
+45
PWR icon
74
Quanta Services
PWR
$85.4B
$5.16M 0.18%
12,223
-77
NEM icon
75
Newmont
NEM
$140B
$5.06M 0.18%
50,665
-1,134
1 2
3
4 5