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
$2.43B
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$60.4M
3
+$15.2M
4
DOCS icon
Doximity
DOCS
+$10.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.87M

Top Sells

1
+$35.3M
2
+$21.9M
3
+$11.7M
4
MDLZ icon
Mondelez International
MDLZ
+$5.6M
5
UPS icon
United Parcel Service
UPS
+$4.09M

Sector Composition

1 Technology 6.07%
2 Financials 3.48%
3 Healthcare 3.05%
4 Consumer Discretionary 2.66%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$792K 0.03%
29,930
-21,922
127
$734K 0.03%
8,695
-768
128
$728K 0.03%
2,927
-280
129
$701K 0.03%
11,353
-867
130
$699K 0.03%
2,289
+31
131
$694K 0.03%
+11,169
132
$656K 0.03%
23,792
-150
133
$652K 0.03%
9,103
+1,175
134
$648K 0.03%
18,062
135
$636K 0.03%
62,069
-1,815
136
$628K 0.03%
8,298
-2,183
137
$627K 0.03%
4,484
-198
138
$604K 0.02%
8,228
+2,120
139
$599K 0.02%
25,367
140
$580K 0.02%
2,457
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141
$579K 0.02%
12,608
142
$560K 0.02%
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143
$516K 0.02%
2,743
-52
144
$487K 0.02%
21,204
-1,537,569
145
$487K 0.02%
3,249
+306
146
$475K 0.02%
3,588
+423
147
$450K 0.02%
5,748
148
$448K 0.02%
3,053
+200
149
$445K 0.02%
8,652
150
$445K 0.02%
10,925
4 5
6
7 8