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
76
$2.37M 0.13%
8,286
+163
77
$2.3M 0.12%
10,615
-35,592
78
$2.24M 0.12%
128,512
79
$2.04M 0.11%
4,105
-34
80
$2.01M 0.11%
6,822
+416
81
$1.96M 0.11%
7,844
+29
82
$1.94M 0.1%
21,246
83
$1.93M 0.1%
14,879
84
$1.9M 0.1%
27,976
-69,464
85
$1.83M 0.1%
17,644
+536
86
$1.77M 0.1%
8,433
-87
87
$1.73M 0.09%
16,241
-32,150
88
$1.56M 0.08%
6,872
-67
89
$1.47M 0.08%
4,763
+630
90
$1.43M 0.08%
3,031
91
$1.31M 0.07%
24,973
+1,949
92
$1.26M 0.07%
24,031
-19,746
93
$1.22M 0.07%
8,102
-607
94
$1.15M 0.06%
32,339
-8,817
95
$1.12M 0.06%
7,837
96
$1.08M 0.06%
43,471
-83,104
97
$1.07M 0.06%
6,946
-141
98
$1.06M 0.06%
19,867
+3
99
$1.01M 0.05%
5,423
-14
100
$975K 0.05%
7,059
-16,148
2 3
4
5 6