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
126
$643K 0.03%
18,062
127
$589K 0.03%
12,403
-842
128
$589K 0.03%
3,569
-55
129
$566K 0.03%
+25,368
130
$556K 0.03%
27,188
-27,160
131
$554K 0.03%
2,447
-11
132
$552K 0.03%
+5,670
133
$540K 0.02%
2,120
-2
134
$539K 0.02%
2,258
+167
135
$530K 0.02%
3,065
+444
136
$504K 0.02%
4,069
+680
137
$500K 0.02%
12,030
-363
138
$499K 0.02%
7,841
+1,063
139
$491K 0.02%
2,120
+921
140
$490K 0.02%
9,450
141
$474K 0.02%
+2,950
142
$452K 0.02%
2,592
-114
143
$448K 0.02%
1,793
+166
144
$444K 0.02%
13,782
145
$424K 0.02%
5,748
146
$399K 0.02%
6,718
147
$394K 0.02%
+4,702
148
$373K 0.02%
11,970
149
$367K 0.02%
836
-24
150
$352K 0.02%
3,507
-162
4 5
6
7 8