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
$2.2B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$8.93M
4
LLY icon
Eli Lilly
LLY
+$7.66M
5
ZM icon
Zoom
ZM
+$6.58M

Top Sells

1
+$6.21M
2
+$4.92M
3
+$4.21M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.8M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.16M

Sector Composition

1 Technology 6.98%
2 Financials 2.76%
3 Healthcare 2.51%
4 Communication Services 2.43%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.18M 0.33%
33,649
-23,072
52
$7.03M 0.32%
67,648
-478
53
$6.86M 0.31%
69,103
+1,044
54
$6.85M 0.31%
27,410
-315
55
$6.78M 0.31%
25,341
+2,423
56
$6.58M 0.3%
+111,128
57
$6.57M 0.3%
12,283
+468
58
$6.56M 0.3%
36,032
-1,687
59
$6.53M 0.3%
99,836
+156
60
$6.17M 0.28%
116,045
61
$6.08M 0.28%
1,536
-1
62
$5.78M 0.26%
53,112
+3,696
63
$5.29M 0.24%
60,286
+21
64
$5.21M 0.24%
38,036
-307
65
$5.02M 0.23%
149,776
+489
66
$4.72M 0.21%
112,845
-317
67
$4.61M 0.21%
+28,390
68
$4.57M 0.21%
98,105
-914
69
$4.48M 0.2%
39,889
+844
70
$4.44M 0.2%
+39,567
71
$4.43M 0.2%
75,341
-2
72
$4.34M 0.2%
21,930
-616
73
$4.19M 0.19%
23,985
+267
74
$4.03M 0.18%
15,659
-4
75
$4.03M 0.18%
23,228
-26
1 2
3
4 5