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
$1.05B
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.94M
3
+$3.08M
4
PYPL icon
PayPal
PYPL
+$2.75M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.81M

Top Sells

1
+$20.2M
2
+$4.86M
3
+$4.51M
4
COTY icon
Coty
COTY
+$2.78M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.71M

Sector Composition

1 Technology 4.01%
2 Financials 3.62%
3 Healthcare 3.1%
4 Communication Services 2.43%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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5,230
-862
77
$437K 0.04%
4,966
-112
78
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4,513
79
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80
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81
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82
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83
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84
$365K 0.03%
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85
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86
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1
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4,000
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3,000
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91
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92
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94
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96
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97
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98
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1,100
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99
$212K 0.02%
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100
$203K 0.02%
1,331
-314
1 2 3
4
5