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
151
$347K 0.02%
+5,623
152
$344K 0.02%
+2,167
153
$344K 0.02%
+1,294
154
$328K 0.01%
2,922
155
$328K 0.01%
4,556
+1,247
156
$312K 0.01%
4,725
157
$299K 0.01%
1,722
+176
158
$299K 0.01%
+552
159
$299K 0.01%
502
-3
160
$295K 0.01%
662
-4
161
$292K 0.01%
2,853
-611
162
$285K 0.01%
2,469
163
$284K 0.01%
+6,457
164
$281K 0.01%
2,896
-104
165
$276K 0.01%
3,122
-2,848
166
$272K 0.01%
816
+165
167
$270K 0.01%
+2,533
168
$265K 0.01%
+1,855
169
$264K 0.01%
+6,411
170
$256K 0.01%
4,012
171
$256K 0.01%
2,431
-49
172
$253K 0.01%
1,303
-104
173
$252K 0.01%
1,699
+39
174
$247K 0.01%
+4,682
175
$246K 0.01%
5,934
-69
4 5 6
7
8