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
$1.86B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$5.95M
3
+$4.38M
4
DASH icon
DoorDash
DASH
+$3.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.83M

Top Sells

1
+$12.4M
2
+$7.7M
3
+$7.63M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.52M

Sector Composition

1 Technology 4.71%
2 Financials 2.94%
3 Healthcare 2.54%
4 Industrials 2.38%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$790K 0.04%
6,986
102
$758K 0.04%
30,898
103
$741K 0.04%
21,974
104
$709K 0.04%
6,467
105
$701K 0.04%
54,348
106
$689K 0.04%
3,690
107
$676K 0.04%
14,076
+241
108
$673K 0.04%
3,691
+448
109
$610K 0.03%
2,182
-105
110
$598K 0.03%
2,447
-151
111
$595K 0.03%
6,399
-232
112
$566K 0.03%
13,480
113
$536K 0.03%
2,664
-134
114
$535K 0.03%
1,200
-19
115
$533K 0.03%
2,911
-114
116
$521K 0.03%
8,078
117
$507K 0.03%
6,031
118
$491K 0.03%
2,205
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119
$483K 0.03%
4,936
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120
$469K 0.03%
3,077
-1,464
121
$458K 0.02%
6,611
+2,500
122
$456K 0.02%
1,255
-172
123
$448K 0.02%
10,068
124
$427K 0.02%
3,256
+558
125
$426K 0.02%
3,112
+1,500
3 4
5
6 7