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
$2.36B
AUM Growth
-$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$7.86M
3
+$5.45M
4
INTU icon
Intuit
INTU
+$4.18M
5
DOCS icon
Doximity
DOCS
+$3.36M

Top Sells

1
+$19.7M
2
+$11.9M
3
+$8.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.86M

Sector Composition

1 Technology 7.25%
2 Financials 2.83%
3 Consumer Discretionary 2.73%
4 Communication Services 2.4%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.45M 0.06%
10,409
102
$1.44M 0.06%
13,061
+61
103
$1.41M 0.06%
2,676
-6
104
$1.38M 0.06%
24,058
-6,211
105
$1.38M 0.06%
3,428
+550
106
$1.37M 0.06%
2,717
-2
107
$1.31M 0.06%
+51,852
108
$1.26M 0.05%
7,114
-147
109
$1.19M 0.05%
4,492
-27,629
110
$1.1M 0.05%
3,802
-20
111
$1.07M 0.05%
12,608
112
$1.02M 0.04%
1,147
113
$995K 0.04%
6,119
-402
114
$920K 0.04%
17,621
+672
115
$889K 0.04%
9,603
-644
116
$820K 0.03%
3,386
117
$817K 0.03%
29,901
118
$814K 0.03%
13,496
-205
119
$780K 0.03%
4,682
-247
120
$771K 0.03%
7,451
+24
121
$737K 0.03%
10,481
+1,403
122
$730K 0.03%
3,150
-6
123
$723K 0.03%
12,220
-589
124
$718K 0.03%
2,908
-139
125
$716K 0.03%
9,463
3 4
5
6 7