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SHGA
Sand Hill Global Advisors Portfolio holdings
AUM
$2.97B
1-Year Est. Return
16.57%
This Fund
S&P 500
This Quarter
Est. Return
-1.78%
1 Year Est. Return
+16.57%
3 Year Est. Return
+47.95%
5 Year Est. Return
+48.62%
10 Year Est. Return
+175.6%
AUM
$2.97B
AUM Growth
+$106M
(+3.7%)
Cap. Flow
+$181M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
60.08%
Holding
213
New
16
Increased
88
Reduced
70
Closed
9
Top Buys
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$82.4M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$41.1M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$25.3M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$18.4M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$12.3M |
Top Sells
| 1 |
Veeva Systems
VEEV
|
+$11.8M |
| 2 |
Doximity
DOCS
|
+$10.6M |
| 3 |
Zoom
ZM
|
+$10.2M |
| 4 |
Abbott
ABT
|
+$5.79M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.54M |
Sector Composition
| 1 | Technology | 5.4% |
| 2 | Financials | 2.95% |
| 3 | Consumer Discretionary | 2.37% |
| 4 | Communication Services | 2.18% |
| 5 | Industrials | 1.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Bristol-Myers Squibb
BMY
$124B
| $203K | 0.01% |
+3,353
| New | +$195K |
|
202
Nike
NKE
$66B
| $200K | 0.01% |
+3,791
| New | +$230K |
|
203
Expensify
EXFY
$175M
| $17.7K | ﹤0.01% |
20,314
| – | – |
|
204
PMV Pharmaceuticals
PMVP
$69.3M
| $15.5K | ﹤0.01% |
+12,539
| New | +$15.9K |
|
205
Airbnb
ABNB
$87.7B
| – | – |
-1,867
| Closed | -$253K |
|
206
BILL Holdings
BILL
$4.45B
| – | – |
-12,684
| Closed | -$692K |
|
|
207
Doximity
DOCS
$4.06B
| – | – |
-240,301
| Closed | -$10.6M |
|
208
iShares S&P 500 Growth ETF
IVW
$74.2B
| – | – |
-1,755
| Closed | -$216K |
|
209
United Airlines
UAL
$38.6B
| – | – |
-2,019
| Closed | -$226K |
|
|
210
Veeva Systems
VEEV
$32.1B
| – | – |
-52,869
| Closed | -$11.8M |
|
|
211
Zoom
ZM
$27.2B
| – | – |
-117,864
| Closed | -$10.2M |
|
212
PACS Group
PACS
$7.22B
| – | – |
-16,724
| Closed | -$642K |
|
|
FIG
213
Figma
FIG
$12.4B
| – | – |
-26,922
| Closed | -$1.01M |
|
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