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
76
$2.73M 0.16%
13,158
+2,062
77
$2.62M 0.15%
166,354
+27,606
78
$2.5M 0.14%
167,991
-2,097
79
$2.32M 0.13%
+24,325
80
$2.27M 0.13%
8,180
+736
81
$2.07M 0.12%
8,439
+72
82
$2.06M 0.12%
4,307
+266
83
$1.97M 0.11%
15,367
84
$1.88M 0.11%
17,180
+260
85
$1.79M 0.1%
21,291
-26
86
$1.74M 0.1%
+34,364
87
$1.73M 0.1%
7,757
-817
88
$1.68M 0.1%
17,248
+14,334
89
$1.65M 0.09%
3,209
+618
90
$1.62M 0.09%
5,917
+355
91
$1.42M 0.08%
6,872
92
$1.38M 0.08%
8,191
-1,373
93
$1.29M 0.07%
10,141
+1,002
94
$1.23M 0.07%
+9,292
95
$1.17M 0.07%
8,159
+732
96
$1.16M 0.07%
23,288
-1,500
97
$1.08M 0.06%
6,236
-211
98
$1.02M 0.06%
24,013
+202
99
$1.02M 0.06%
3,722
+531
100
$974K 0.06%
11,368
+1,274
2 3
4
5 6