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
$1.81B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$53.8M
3
+$6.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.98M
5
SYY icon
Sysco
SYY
+$4.32M

Top Sells

1
+$16.7M
2
+$5.21M
3
+$3.67M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$3.14M
5
AAPL icon
Apple
AAPL
+$1.87M

Sector Composition

1 Technology 5.07%
2 Financials 3.6%
3 Healthcare 2.69%
4 Industrials 2.68%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$40K ﹤0.01%
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