SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.69B
This Quarter Return
+1.71%
1 Year Return
+14.3%
3 Year Return
+50.5%
5 Year Return
+80.05%
10 Year Return
+153.11%
AUM
$2.2B
AUM Growth
+$2.2B
(+4.5%)
Cap. Flow
+$95.7M
Cap. Flow
% of AUM
4.34%
Top 10 Holdings %
Top 10 Hldgs %
61.7%
Holding
197
New
35
Increased
64
Reduced
69
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$31.2M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$12.4M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$11.2M |
| 4 |
Veeva Systems
VEEV
|
$8.93M |
| 5 |
Eli Lilly
LLY
|
$7.66M |
Top Sells
| 1 |
CVS Health
CVS
|
$6.21M |
| 2 |
Waste Management
WM
|
$4.92M |
| 3 |
Keysight
KEYS
|
$4.21M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$3.8M |
| 5 |
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% |
