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
76
$2.29M 0.11%
128,512
77
$2.24M 0.11%
7,903
+59
78
$2.19M 0.11%
4,060
-45
79
$2.05M 0.1%
6,585
-237
80
$1.97M 0.1%
14,871
-8
81
$1.82M 0.09%
15,081
-2,563
82
$1.79M 0.09%
7,801
-2,814
83
$1.67M 0.08%
6,872
84
$1.63M 0.08%
24,549
-3,427
85
$1.54M 0.08%
4,523
-240
86
$1.54M 0.08%
14,916
-1,325
87
$1.43M 0.07%
8,433
88
$1.39M 0.07%
2,885
-146
89
$1.38M 0.07%
7,965
-137
90
$1.24M 0.06%
23,947
-84
91
$1.24M 0.06%
23,951
-1,022
92
$1.2M 0.06%
32,339
93
$1.14M 0.06%
44,672
+1,201
94
$1.13M 0.06%
6,946
95
$1.09M 0.05%
5,245
-178
96
$1.08M 0.05%
19,772
-95
97
$1.04M 0.05%
7,837
98
$881K 0.04%
6,986
99
$847K 0.04%
6,284
-12,471
100
$804K 0.04%
54,348
2 3
4
5 6