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
$614M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6M
3
+$3.03M
4
APC
Anadarko Petroleum
APC
+$2.83M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.09M

Top Sells

1
+$20.3M
2
+$3.3M
3
+$2.12M
4
AAPL icon
Apple
AAPL
+$1.15M
5
DIS icon
Walt Disney
DIS
+$926K

Sector Composition

1 Communication Services 5.37%
2 Technology 4.43%
3 Financials 3.96%
4 Consumer Staples 3.54%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 0.72%
37,067
+1,198
27
$4.29M 0.7%
141,044
-17,348
28
$4.25M 0.69%
128,794
+2,089
29
$4.22M 0.69%
42,021
+1,462
30
$4.08M 0.66%
16,314
-100
31
$4.07M 0.66%
81,168
-7,356
32
$4.06M 0.66%
94,736
+216
33
$4.06M 0.66%
58,552
+2,216
34
$4.06M 0.66%
49,443
+1,155
35
$4.01M 0.65%
66,160
+2,065
36
$4.01M 0.65%
29,044
-2,992
37
$3.88M 0.63%
57,233
-4,455
38
$3.78M 0.62%
39,921
-3,606
39
$3.78M 0.61%
45,224
-1,804
40
$3.76M 0.61%
92,752
+4,961
41
$3.75M 0.61%
151,872
+6,529
42
$3.73M 0.61%
38,515
+1,921
43
$3.64M 0.59%
116,301
+3,483
44
$3.6M 0.59%
71,912
+1,569
45
$3.59M 0.58%
39,756
+2,117
46
$3.56M 0.58%
62,446
+216
47
$3.56M 0.58%
139,315
-863
48
$3.31M 0.54%
71,462
+2,888
49
$3.06M 0.5%
75,326
+2,282
50
$3.03M 0.49%
29,998
+1,360
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