SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.87B
1-Year Est. Return 16.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$3.81M
3
+$3.08M
4
PYPL icon
PayPal
PYPL
+$2.76M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.81M

Top Sells

1
+$19.5M
2
+$4.76M
3
+$4.51M
4
COTY icon
Coty
COTY
+$2.78M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.71M

Sector Composition

1 Technology 4.01%
2 Financials 3.62%
3 Healthcare 3.1%
4 Communication Services 2.43%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,755
102
– –
-10,000
103
– –
-196,898
104
– –
-2,115
105
– –
-5,250
106
– –
-174,796
1 2 3 4
5