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
176
$247K 0.01%
2,062
177
$243K 0.01%
1,351
-101
178
$226K 0.01%
2,490
-969
179
$221K 0.01%
1,647
180
$219K 0.01%
4,417
181
$218K 0.01%
2,223
-41
182
$218K 0.01%
+699
183
$218K 0.01%
+12,379
184
$217K 0.01%
401
185
$217K 0.01%
4,140
-62
186
$214K 0.01%
+1,109
187
$210K 0.01%
+2,959
188
$207K 0.01%
7,559
189
$207K 0.01%
1,246
-476
190
$204K 0.01%
+5,266
191
$203K 0.01%
+1,666
192
$202K 0.01%
+3,482
193
$112K ﹤0.01%
+19,000
194
$73.3K ﹤0.01%
24,102
-3,087
195
– –
-4,012
196
– –
-15,872
197
– –
-361
198
– –
-2,949
199
– –
-4,090
200
– –
-93,695
5 6 7
8
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