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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$35.6M
3
+$33.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$21.3M

Top Sells

1
+$116M
2
+$7.76M
3
+$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.26M
5
SYY icon
Sysco
SYY
+$4.12M

Sector Composition

1 Technology 5.49%
2 Consumer Discretionary 2.46%
3 Financials 2.44%
4 Healthcare 2.26%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.06M 0.3%
+29,620
52
$5.94M 0.3%
29,858
-992
53
$5.87M 0.29%
23,519
-1,457
54
$5.69M 0.28%
11,888
55
$5.55M 0.28%
80,228
+3,804
56
$5.49M 0.27%
61,500
+1,489
57
$5M 0.25%
101,551
+12
58
$4.83M 0.24%
21,923
-134
59
$4.8M 0.24%
49,990
+28,744
60
$4.77M 0.24%
44,680
-154
61
$4.76M 0.24%
+28,416
62
$4.7M 0.23%
148,644
+12,575
63
$4.51M 0.22%
26,911
+1,011
64
$4.46M 0.22%
19,982
+184
65
$3.93M 0.2%
22,845
+244
66
$3.78M 0.19%
15,351
+756
67
$3.78M 0.19%
49,416
68
$3.72M 0.19%
77,308
69
$3.54M 0.18%
23,243
+207
70
$3.16M 0.16%
171,900
+5,001
71
$3.07M 0.15%
12,076
-77
72
$2.99M 0.15%
15,419
-63
73
$2.93M 0.15%
167,982
74
$2.88M 0.14%
11,827
+812
75
$2.51M 0.12%
8,123
-163
1 2
3
4 5