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
$2.36B
AUM Growth
-$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$7.86M
3
+$5.45M
4
INTU icon
Intuit
INTU
+$4.18M
5
DOCS icon
Doximity
DOCS
+$3.36M

Top Sells

1
+$19.7M
2
+$11.9M
3
+$8.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.86M

Sector Composition

1 Technology 7.25%
2 Financials 2.83%
3 Consumer Discretionary 2.73%
4 Communication Services 2.4%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.58M 0.15%
71,318
+2,482
77
$3.55M 0.15%
6,941
+162
78
$3.47M 0.15%
18,207
-477
79
$3.46M 0.15%
10,742
-59
80
$3.4M 0.14%
58,606
+42,315
81
$3.37M 0.14%
3,678
82
$3.36M 0.14%
+63,013
83
$3.35M 0.14%
7,388
+137
84
$3.32M 0.14%
9,931
-231
85
$3.04M 0.13%
81,802
-29,480
86
$2.94M 0.12%
18,065
-5,466
87
$2.51M 0.11%
8,724
-112
88
$2.49M 0.11%
6,408
-136
89
$2.47M 0.1%
13,484
-5,250
90
$2.43M 0.1%
20,099
-8,998
91
$2.25M 0.1%
+26,150
92
$2.24M 0.09%
121,062
-9,224
93
$2.14M 0.09%
16,672
94
$2.14M 0.09%
7,938
-72
95
$2.03M 0.09%
14,792
-51
96
$1.9M 0.08%
7,942
-32
97
$1.82M 0.08%
16,901
-241
98
$1.63M 0.07%
6,435
99
$1.59M 0.07%
8,096
+4
100
$1.49M 0.06%
6,394
-77
2 3
4
5 6