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
126
$415K 0.02%
3,898
+1
127
$411K 0.02%
4,766
-11,675
128
$402K 0.02%
14,297
-1,959
129
$395K 0.02%
12,466
+203
130
$391K 0.02%
6,298
-507
131
$390K 0.02%
15,297
132
$376K 0.02%
3,606
133
$357K 0.02%
6,812
+1,000
134
$343K 0.02%
1,713
-10
135
$335K 0.02%
+2,025
136
$332K 0.02%
8,139
137
$319K 0.02%
2,599
+822
138
$316K 0.02%
889
139
$304K 0.02%
3,463
-178
140
$291K 0.02%
6,076
-424
141
$289K 0.02%
1,552
142
$286K 0.02%
890
-56
143
$279K 0.02%
3,463
144
$251K 0.01%
6,718
145
$251K 0.01%
+11,234
146
$240K 0.01%
2,469
147
$233K 0.01%
3,224
148
$223K 0.01%
+2,540
149
$222K 0.01%
27,189
150
$222K 0.01%
2,745
3 4 5
6
7