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
$1.81B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$6.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.98M
5
SYY icon
Sysco
SYY
+$4.32M

Top Sells

1
+$16.7M
2
+$5.21M
3
+$3.67M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.14M
5
AAPL icon
Apple
AAPL
+$1.87M

Sector Composition

1 Technology 5.07%
2 Financials 3.6%
3 Healthcare 2.69%
4 Industrials 2.68%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.21M 0.34%
29,219
-1,252
52
$5.82M 0.32%
270,611
+42,492
53
$5.8M 0.32%
152,477
+88,232
54
$5.48M 0.3%
11,179
55
$4.99M 0.28%
21,933
-651
56
$4.97M 0.27%
95,026
+3,580
57
$4.61M 0.25%
56,417
+52,891
58
$4.39M 0.24%
27,796
+840
59
$4.2M 0.23%
87,401
+9,531
60
$4.02M 0.22%
15,985
+641
61
$3.81M 0.21%
14,535
+108
62
$3.79M 0.21%
66,483
+2,605
63
$3.71M 0.21%
75,778
64
$3.55M 0.2%
96,631
+18,061
65
$3.44M 0.19%
14,932
+509
66
$3.25M 0.18%
39,667
+3,088
67
$3.05M 0.17%
170,088
-8,430
68
$3.01M 0.17%
15,852
+660
69
$2.97M 0.16%
25,653
+683
70
$2.77M 0.15%
11,096
+866
71
$2.6M 0.14%
57,580
-405
72
$2.55M 0.14%
138,748
-138
73
$2.51M 0.14%
7,444
74
$2.47M 0.14%
8,574
-188
75
$2.36M 0.13%
16,920
+2,220
1 2
3
4 5