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
$1.76B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$56.4M
2 +$55.9M
3 +$39.7M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.3M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$14.6M

Top Sells

1 +$10.9M
2 +$3.79M
3 +$3.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.03M
5
COIN icon
Coinbase
COIN
+$3.01M

Sector Composition

1 Technology 3.99%
2 Financials 2.92%
3 Healthcare 2.66%
4 Industrials 2.22%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$276M 15.7%
730,594
+453
2
$156M 8.87%
2,490,844
-174,637
3
$132M 7.49%
379,175
-8,734
4
$106M 6.02%
1,579,106
-5,578
5
$105M 5.99%
2,524,370
+114,379
6
$92.4M 5.26%
545,535
-1,344
7
$77.9M 4.44%
1,721,085
+4,550
8
$56.4M 3.21%
+804,281
9
$55.9M 3.18%
+1,085,631
10
$39.7M 2.26%
+379,338
11
$35.9M 2.04%
393,732
-13,884
12
$30.5M 1.74%
80,407
-1,554
13
$28.9M 1.64%
371,675
+20,678
14
$21.9M 1.25%
160,474
-16,826
15
$21.9M 1.24%
535,683
+448,282
16
$19.6M 1.12%
193,137
-9,042
17
$17M 0.97%
66,083
+2,836
18
$16.7M 0.95%
156,597
+136,458
19
$15.5M 0.88%
142,060
+2,680
20
$14.9M 0.85%
75,548
+74,042
21
$14.5M 0.83%
289,584
-40,273
22
$13.7M 0.78%
69,738
+1,306
23
$12.5M 0.71%
117,331
-8,509
24
$11.6M 0.66%
75,755
-964
25
$11.5M 0.65%
228,645
-34,577