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
$1.05B
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.94M
3
+$3.08M
4
PYPL icon
PayPal
PYPL
+$2.75M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.81M

Top Sells

1
+$20.2M
2
+$4.86M
3
+$4.51M
4
COTY icon
Coty
COTY
+$2.78M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.71M

Sector Composition

1 Technology 4.01%
2 Financials 3.62%
3 Healthcare 3.1%
4 Communication Services 2.43%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.36%
62,159
-672
52
$3.61M 0.34%
130,198
-61,570
53
$3.52M 0.34%
23,024
+125
54
$3.43M 0.33%
33,617
-749
55
$3.38M 0.32%
37,453
-189
56
$3.34M 0.32%
15,510
-93
57
$2.76M 0.26%
18,467
+200
58
$2.75M 0.26%
+31,332
59
$2.59M 0.25%
13,581
+581
60
$1.6M 0.15%
16,820
61
$1.33M 0.13%
22,320
-160
62
$1.04M 0.1%
6,419
63
$998K 0.1%
4,249
+43
64
$933K 0.09%
4,878
65
$911K 0.09%
2,449
66
$871K 0.08%
124,040
-27,080
67
$844K 0.08%
16,056
-1,835
68
$807K 0.08%
8,923
69
$774K 0.07%
3,213
-1,200
70
$691K 0.07%
4,783
-63
71
$616K 0.06%
12,655
-255
72
$561K 0.05%
6,471
73
$548K 0.05%
4,946
74
$496K 0.05%
2,394
75
$460K 0.04%
6,295
1 2
3
4 5