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
$2.2B
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$8.93M
4
LLY icon
Eli Lilly
LLY
+$7.66M
5
ZM icon
Zoom
ZM
+$6.58M

Top Sells

1
+$6.21M
2
+$4.92M
3
+$4.21M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.8M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.16M

Sector Composition

1 Technology 6.98%
2 Financials 2.76%
3 Healthcare 2.51%
4 Communication Services 2.43%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.07%
+6,434
102
$1.46M 0.07%
6,471
-41
103
$1.27M 0.06%
5,909
+3,166
104
$1.23M 0.06%
2,410
-36
105
$1.19M 0.05%
2,691
+1,352
106
$1.14M 0.05%
13,000
107
$1.11M 0.05%
8,367
108
$1.09M 0.05%
6,379
-142
109
$1.08M 0.05%
14,901
+8,980
110
$1.02M 0.05%
+11,604
111
$1.01M 0.05%
3,822
-16
112
$978K 0.04%
16,803
-12,329
113
$959K 0.04%
2,630
-6
114
$938K 0.04%
72,792
+61,259
115
$907K 0.04%
+16,948
116
$872K 0.04%
32,813
+1,706
117
$806K 0.04%
+31,086
118
$748K 0.03%
+1,109
119
$713K 0.03%
7,765
-66
120
$699K 0.03%
4,948
-1,388
121
$673K 0.03%
1,167
+751
122
$663K 0.03%
+12,608
123
$663K 0.03%
7,427
-437
124
$659K 0.03%
1,003
-4
125
$647K 0.03%
2,937
+108
3 4
5
6 7