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
$625M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.6M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.77M
5
AAPL icon
Apple
AAPL
+$2.71M

Top Sells

1
+$3.69M
2
+$2.7M
3
+$2.44M
4
AMZN icon
Amazon
AMZN
+$2.28M
5
GILD icon
Gilead Sciences
GILD
+$498K

Sector Composition

1 Communication Services 5%
2 Technology 4.61%
3 Financials 3.62%
4 Healthcare 3.24%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 0.72%
37,140
+319
27
$4.22M 0.68%
61,214
+1,543
28
$4.06M 0.65%
64,738
+426
29
$4.03M 0.64%
141,095
+1,651
30
$4.03M 0.64%
66,073
+1,060
31
$4M 0.64%
50,798
+1,121
32
$3.92M 0.63%
131,615
+4,721
33
$3.91M 0.63%
39,619
+1,164
34
$3.89M 0.62%
41,986
+7
35
$3.87M 0.62%
128,285
+10,566
36
$3.86M 0.62%
98,284
+292
37
$3.82M 0.61%
95,151
+2,939
38
$3.79M 0.61%
153,923
+2,488
39
$3.59M 0.57%
45,499
+1,259
40
$3.56M 0.57%
30,070
+836
41
$3.43M 0.55%
77,453
+2,241
42
$3.27M 0.52%
42,555
+1,775
43
$3.27M 0.52%
17,182
+404
44
$3.23M 0.52%
60,042
+1,481
45
$3.1M 0.5%
43,996
+1,226
46
$3.03M 0.48%
45,611
+584
47
$2.96M 0.47%
73,557
+2,061
48
$2.84M 0.45%
30,906
+625
49
$2.72M 0.44%
56,523
-413
50
$2.67M 0.43%
+93,000
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