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
126
$705K 0.03%
3,207
-56
127
$662K 0.03%
63,884
-1,408
128
$661K 0.03%
2,258
-65
129
$638K 0.03%
23,942
-8,776
130
$622K 0.03%
2,095
131
$620K 0.03%
18,062
132
$616K 0.03%
5,670
133
$601K 0.03%
25,367
-1
134
$597K 0.03%
2,059
-132
135
$559K 0.02%
2,452
-122
136
$551K 0.02%
27,417
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137
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40,815
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138
$523K 0.02%
4,914
139
$517K 0.02%
2,795
140
$514K 0.02%
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141
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142
$491K 0.02%
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143
$482K 0.02%
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-707
144
$462K 0.02%
13,360
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145
$456K 0.02%
4,702
146
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2,943
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147
$439K 0.02%
6,108
+2,444
148
$436K 0.02%
6,201
-517
149
$425K 0.02%
5,748
150
$394K 0.02%
7,955
+1,498
4 5
6
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