SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.87B
1-Year Est. Return
16.75%
This Fund
S&P 500
1 Year Est. Return
+16.75%
AUM
$2.87B
AUM Growth
+$24.7M
(+0.87%)
Holding
209
Top Buys
| 1 | +$8.65M | |
| 2 | +$7.89M | |
| 3 | +$5.31M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.66M |
| 5 |
Verisk Analytics
VRSK
|
+$4.59M |
Top Sells
| 1 | +$9.13M | |
| 2 | +$7.79M | |
| 3 | +$7.04M | |
| 4 |
NVIDIA
NVDA
|
+$5.92M |
| 5 |
Alexandria Real Estate Equities
ARE
|
+$5.28M |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Financials | 3.26% |
| 3 | Consumer Discretionary | 2.75% |
| 4 | Communication Services | 2.45% |
| 5 | Healthcare | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Fair Isaac
FICO
$33.2B
| – | – |
-150
|
|
||
202
Gilead Sciences
GILD
$182B
| – | – |
-2,731
|
|
||
203
Kimberly-Clark
KMB
$35.1B
| – | – |
-40,783
|
|
||
204
Lam Research
LRCX
$271B
| – | – |
-4,265
|
|
||
205
Northrop Grumman
NOC
$107B
| – | – |
-337
|
|
||
206
Realty Income
O
$61B
| – | – |
-3,482
|
|
||
207
Opendoor
OPEN
$4.53B
| – | – |
-12,400
|
|
||
208
Roblox
RBLX
$45.7B
| – | – |
-1,626
|
|
||
|
RWT
209
Redwood Trust
RWT
$742M
| – | – |
-13,000
|
|