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
$658M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.93M
3
+$4.65M
4
DIS icon
Walt Disney
DIS
+$3.67M
5
AMZN icon
Amazon
AMZN
+$2.47M

Top Sells

1
+$3.16M
2
+$3M
3
+$2.58M
4
APC
Anadarko Petroleum
APC
+$1.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.6M

Sector Composition

1 Communication Services 5.63%
2 Technology 4.33%
3 Financials 3.84%
4 Consumer Staples 3.36%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.6M 0.7%
62,324
+1,090
27
$4.55M 0.69%
167,304
+71,568
28
$4.53M 0.69%
47,483
+1,201
29
$4.51M 0.69%
49,143
+1,302
30
$4.45M 0.68%
95,858
+533
31
$4.39M 0.67%
65,828
+1,299
32
$4.29M 0.65%
77,762
+1,285
33
$4.21M 0.64%
51,218
+409
34
$4.17M 0.63%
29,962
-44
35
$4.16M 0.63%
128,605
+3,311
36
$4.16M 0.63%
39,451
+44
37
$4.06M 0.62%
42,255
+694
38
$4.03M 0.61%
68,113
+2,344
39
$3.83M 0.58%
45,090
+750
40
$3.8M 0.58%
135,128
+4,121
41
$3.77M 0.57%
92,664
-4,388
42
$3.66M 0.56%
57,794
+1,613
43
$3.64M 0.55%
44,381
+1,545
44
$3.44M 0.52%
30,038
+12,882
45
$3.37M 0.51%
90,440
+2,200
46
$3.2M 0.49%
29,929
+1,976
47
$3.19M 0.48%
76,207
+2,537
48
$2.96M 0.45%
32,102
+996
49
$2.28M 0.35%
11,637
50
$2.23M 0.34%
16,849
1
2
3 4