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
$1.81B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$6.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.98M
5
SYY icon
Sysco
SYY
+$4.32M

Top Sells

1
+$16.7M
2
+$5.21M
3
+$3.67M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.14M
5
AAPL icon
Apple
AAPL
+$1.87M

Sector Composition

1 Technology 5.07%
2 Financials 3.6%
3 Healthcare 2.69%
4 Industrials 2.68%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$711K 0.04%
7,594
-82
102
$683K 0.04%
2,460
-171
103
$668K 0.04%
8,075
-369
104
$622K 0.03%
7,380
+1,032
105
$605K 0.03%
1,259
+92
106
$586K 0.03%
2,145
-231
107
$530K 0.03%
+3,013
108
$522K 0.03%
18,915
109
$501K 0.03%
3,015
-224
110
$489K 0.03%
+7,890
111
$479K 0.03%
7,433
-86
112
$473K 0.03%
13,600
113
$469K 0.03%
10,068
114
$462K 0.03%
12,938
-276
115
$447K 0.02%
17,568
+76
116
$441K 0.02%
+5,168
117
$407K 0.02%
7,865
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118
$394K 0.02%
5,158
119
$389K 0.02%
1,072
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120
$381K 0.02%
1,884
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121
$374K 0.02%
1,506
-638
122
$359K 0.02%
+5,000
123
$356K 0.02%
3,224
124
$351K 0.02%
2,697
+253
125
$349K 0.02%
766
3 4
5
6 7