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
$2.01B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$35.6M
3
+$33.8M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$24.5M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$21.3M

Top Sells

1
+$116M
2
+$7.76M
3
+$6.53M
4
NVDA icon
NVIDIA
NVDA
+$5.26M
5
SYY icon
Sysco
SYY
+$4.12M

Sector Composition

1 Technology 5.49%
2 Consumer Discretionary 2.46%
3 Financials 2.44%
4 Healthcare 2.26%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$761K 0.04%
30,898
102
$748K 0.04%
3,690
103
$742K 0.04%
21,974
104
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105
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106
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107
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108
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109
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12,263
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111
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112
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113
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2,488
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114
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115
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116
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1,031
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117
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118
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121
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6,491
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122
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14,297
123
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6,257
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124
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992
-263
125
$387K 0.02%
14,266
-1,031
3 4
5
6 7