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
$1.86B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.95M
3
+$4.38M
4
DASH icon
DoorDash
DASH
+$3.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.83M

Top Sells

1
+$12.4M
2
+$7.7M
3
+$7.63M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.52M

Sector Composition

1 Technology 4.71%
2 Financials 2.94%
3 Healthcare 2.54%
4 Industrials 2.38%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.35M 0.34%
24,976
-1,070
52
$6.2M 0.33%
29,254
+2,723
53
$6.01M 0.32%
60,011
+1,871
54
$5.85M 0.31%
30,850
-4,702
55
$5.68M 0.3%
76,424
+1,791
56
$5.45M 0.29%
11,888
57
$4.95M 0.27%
101,539
58
$4.83M 0.26%
44,834
-58,865
59
$4.71M 0.25%
22,689
+2,172
60
$4.5M 0.24%
22,057
-183
61
$4.38M 0.23%
+19,798
62
$4.28M 0.23%
136,069
+1,979
63
$4.18M 0.22%
25,900
-857
64
$4.12M 0.22%
53,316
-594
65
$3.76M 0.2%
22,601
+1,910
66
$3.63M 0.19%
23,036
-265
67
$3.43M 0.18%
77,308
68
$3.3M 0.18%
166,899
+8,127
69
$3.3M 0.18%
14,595
+91
70
$3.16M 0.17%
15,482
+156
71
$3.14M 0.17%
+49,416
72
$2.99M 0.16%
18,755
+68
73
$2.86M 0.15%
12,153
-15
74
$2.71M 0.15%
167,982
75
$2.48M 0.13%
11,015
-4,955
1 2
3
4 5