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
$1.76B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$55.9M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$14.6M

Top Sells

1
+$10.9M
2
+$3.79M
3
+$3.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M
5
COIN icon
Coinbase
COIN
+$3.01M

Sector Composition

1 Technology 3.99%
2 Financials 2.92%
3 Healthcare 2.66%
4 Industrials 2.22%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.05M 0.34%
9,929
+569
52
$6.02M 0.34%
27,964
-981
53
$5.91M 0.34%
29,996
+2,016
54
$5.88M 0.34%
93,763
+3,328
55
$5.62M 0.32%
28,251
+127
56
$5.43M 0.31%
39,698
+1,834
57
$5.4M 0.31%
57,173
+3,700
58
$5.39M 0.31%
144,177
-4,726
59
$5.38M 0.31%
161,010
+8,533
60
$4.93M 0.28%
11,929
+750
61
$4.81M 0.27%
56,817
+400
62
$4.64M 0.26%
20,652
+17,664
63
$4.55M 0.26%
28,233
-169
64
$4.44M 0.25%
98,756
+3,730
65
$4.22M 0.24%
+24,553
66
$4.2M 0.24%
22,259
+326
67
$4.15M 0.24%
16,234
+249
68
$3.87M 0.22%
28,096
+300
69
$3.77M 0.21%
94,047
+36,467
70
$3.52M 0.2%
15,093
+161
71
$3.29M 0.19%
172,823
-97,788
72
$3.27M 0.19%
101,124
+4,493
73
$3.22M 0.18%
+24,216
74
$3.09M 0.18%
75,778
75
$2.79M 0.16%
12,814
-1,721
1 2
3
4 5