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
$1.76B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$55.9M
3
+$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$14.6M

Top Sells

1
+$10.9M
2
+$3.79M
3
+$3.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M
5
COIN icon
Coinbase
COIN
+$3.01M

Sector Composition

1 Technology 3.99%
2 Financials 2.92%
3 Healthcare 2.66%
4 Industrials 2.22%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.02%
7,217
-648
127
$371K 0.02%
15,913
-3,002
128
$369K 0.02%
4,047
-35,620
129
$336K 0.02%
4,361
+233
130
$319K 0.02%
13,600
131
$313K 0.02%
1,789
-95
132
$302K 0.02%
+1,440
133
$302K 0.02%
7,711
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134
$301K 0.02%
1,072
135
$294K 0.02%
3,224
136
$278K 0.02%
+880
137
$278K 0.02%
+103,575
138
$275K 0.02%
752
-14
139
$263K 0.02%
3,463
140
$263K 0.02%
5,355
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141
$260K 0.01%
2,469
142
$251K 0.01%
12,291
-647
143
$247K 0.01%
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144
$246K 0.01%
2,487
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145
$243K 0.01%
3,509
146
$238K 0.01%
3,482
147
$228K 0.01%
4,488
-147
148
$227K 0.01%
2,812
+111
149
$226K 0.01%
+1,472
150
$224K 0.01%
+4,494
3 4 5
6
7