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
151
$436K 0.02%
4,569
-133
152
$418K 0.02%
4,662
+827
153
$413K 0.02%
+61,988
154
$408K 0.02%
4,182
-1,488
155
$389K 0.02%
6,591
-1,364
156
$381K 0.02%
11,970
-878
157
$369K 0.02%
1,843
-9
158
$360K 0.01%
774
-47
159
$358K 0.01%
4,987
-1,214
160
$357K 0.01%
5,623
161
$349K 0.01%
3,038
162
$313K 0.01%
2,995
163
$312K 0.01%
+5,210
164
$311K 0.01%
613
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165
$311K 0.01%
5,097
-167
166
$303K 0.01%
+6,570
167
$283K 0.01%
1,780
168
$278K 0.01%
6,965
169
$277K 0.01%
150
-3
170
$275K 0.01%
2,381
171
$272K 0.01%
1,985
172
$264K 0.01%
552
173
$257K 0.01%
2,506
174
$255K 0.01%
772
175
$253K 0.01%
13,155
-14,262
5 6
7
8 9