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
76
$3.69M 0.17%
20,097
+4,986
77
$3.65M 0.17%
14,629
+10,939
78
$3.55M 0.16%
18,268
+2,872
79
$3.47M 0.16%
162,006
-384
80
$3.46M 0.16%
69,132
-27,506
81
$3.42M 0.16%
4,020
+70
82
$3.25M 0.15%
6,779
+3,861
83
$3.17M 0.14%
10,640
-626
84
$3.14M 0.14%
10,161
-433
85
$2.97M 0.14%
7,308
+2,857
86
$2.83M 0.13%
26,621
+276
87
$2.5M 0.11%
130,286
88
$2.3M 0.1%
7,593
89
$2.26M 0.1%
8,617
+475
90
$2.25M 0.1%
6,525
+148
91
$2.17M 0.1%
+21,562
92
$2.16M 0.1%
14,843
-2
93
$2.04M 0.09%
+17,159
94
$1.98M 0.09%
17,190
-335
95
$1.88M 0.09%
32,024
+13,469
96
$1.63M 0.07%
7,837
97
$1.54M 0.07%
6,521
+203
98
$1.5M 0.07%
+20,589
99
$1.49M 0.07%
8,142
-205
100
$1.48M 0.07%
+11,600
2 3
4
5 6