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
$2.36B
AUM Growth
-$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$7.86M
3
+$5.45M
4
INTU icon
Intuit
INTU
+$4.18M
5
DOCS icon
Doximity
DOCS
+$3.36M

Top Sells

1
+$19.7M
2
+$11.9M
3
+$8.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.86M

Sector Composition

1 Technology 7.25%
2 Financials 2.83%
3 Consumer Discretionary 2.73%
4 Communication Services 2.4%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.01%
502
177
$235K 0.01%
4,012
178
$230K 0.01%
4,417
179
$228K 0.01%
1,687
-160
180
$224K 0.01%
7,559
-1
181
$217K 0.01%
4,202
-19
182
$216K 0.01%
1,647
183
$214K 0.01%
1,780
184
$207K 0.01%
+361
185
$207K 0.01%
2,264
186
$206K 0.01%
+4,090
187
$91.1K ﹤0.01%
27,189
188
$42.4K ﹤0.01%
+15,872
189
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190
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191
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192
– –
-2,019
193
– –
-8,367
194
– –
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195
– –
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196
– –
-8,251
197
– –
-2,082
198
– –
-1,830
199
– –
-3,482
200
– –
-8,123
5 6 7
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