SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.87B
1-Year Est. Return 16.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.75%
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
+$74.9M
2
+$8.3M
3
+$5.54M
4
INTU icon
Intuit
INTU
+$4.25M
5
DOCS icon
Doximity
DOCS
+$3.09M

Top Sells

1
+$19.8M
2
+$12M
3
+$8.97M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.5M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.81M

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
201
– –
-2,661
202
– –
-377
203
– –
-3,336
5 6 7 8
9