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
126
$387K 0.02%
1,715
+2
127
$380K 0.02%
6,304
+6
128
$355K 0.02%
4,106
-660
129
$350K 0.02%
3,535
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130
$346K 0.02%
2,586
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131
$339K 0.02%
890
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132
$326K 0.02%
5,748
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133
$324K 0.02%
3,463
134
$320K 0.02%
866
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135
$302K 0.02%
+8,291
136
$292K 0.01%
7,972
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137
$291K 0.01%
3,463
138
$287K 0.01%
6,718
139
$267K 0.01%
2,025
140
$266K 0.01%
3,224
141
$258K 0.01%
1,432
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142
$244K 0.01%
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143
$243K 0.01%
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144
$242K 0.01%
2,195
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145
$237K 0.01%
10,779
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146
$229K 0.01%
526
147
$222K 0.01%
2,745
148
$221K 0.01%
48,575
149
$217K 0.01%
27,189
150
$213K 0.01%
2,720
-1,488,175
3 4 5
6
7