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
$494M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.01M
3
+$3.12M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M

Top Sells

1
+$2.92M
2
+$2.04M
3
+$1.57M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$269K
5
BIDU icon
Baidu
BIDU
+$239K

Sector Composition

1 Technology 6.52%
2 Financials 4.75%
3 Communication Services 4.5%
4 Industrials 3.76%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 0.77%
59,425
+995
27
$3.7M 0.75%
32,658
+807
28
$3.69M 0.75%
219,380
+6,960
29
$3.67M 0.74%
133,792
+1,640
30
$3.62M 0.73%
118,642
+1,790
31
$3.6M 0.73%
136,017
+1,737
32
$3.6M 0.73%
59,287
+585
33
$3.6M 0.73%
45,199
+965
34
$3.46M 0.7%
34,870
+1,090
35
$3.41M 0.69%
89,084
+1,200
36
$3.38M 0.68%
34,672
+170
37
$3.37M 0.68%
34,551
+1,030
38
$3.19M 0.64%
17
39
$3.18M 0.64%
42,914
+1,105
40
$3.16M 0.64%
81,624
+1,625
41
$3.12M 0.63%
+37,481
42
$3.11M 0.63%
57,655
+1,230
43
$2.91M 0.59%
70,945
+4,429
44
$2.84M 0.57%
49,576
+385
45
$2.71M 0.55%
26,006
+291
46
$2.69M 0.55%
44,543
+2,280
47
$2.6M 0.53%
67,374
+20,548
48
$2.56M 0.52%
36,564
-22,365
49
$2.44M 0.49%
16,360
+250
50
$2.39M 0.48%
17,565
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