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
$773M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$72.7M
2
+$11.1M
3
+$4.04M
4
AMT icon
American Tower
AMT
+$3.67M
5
BLK icon
Blackrock
BLK
+$3.16M

Top Sells

1
+$85.8M
2
+$4.56M
3
+$4.29M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.37M
5
DJCO icon
Daily Journal
DJCO
+$1.76M

Sector Composition

1 Communication Services 3.93%
2 Financials 3.69%
3 Technology 3.35%
4 Industrials 3.12%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 0.69%
78,150
+1,471
27
$5.22M 0.68%
48,635
-302
28
$5.18M 0.67%
78,630
-678
29
$5.13M 0.66%
92,060
+2,574
30
$4.99M 0.65%
41,996
+625
31
$4.98M 0.64%
158,809
+8
32
$4.77M 0.62%
61,096
-605
33
$4.69M 0.61%
130,011
-223
34
$4.59M 0.59%
141,417
+1,293
35
$4.57M 0.59%
28,552
+298
36
$4.4M 0.57%
104,452
-3,624
37
$4.24M 0.55%
51,351
+1,048
38
$4.19M 0.54%
45,909
+1,094
39
$4.11M 0.53%
86,168
-788
40
$4.06M 0.52%
37,798
+126
41
$3.93M 0.51%
44,081
+4,011
42
$3.88M 0.5%
32,451
+627
43
$3.81M 0.49%
36,891
+546
44
$3.8M 0.49%
46,609
+163
45
$3.67M 0.47%
+30,197
46
$3.67M 0.47%
33,559
+799
47
$3.55M 0.46%
119,478
+1,343
48
$3.46M 0.45%
66,908
+2,524
49
$3.45M 0.45%
77,701
-607
50
$3.16M 0.41%
+8,229
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