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
$1.54B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.63M
3
+$5M
4
AMT icon
American Tower
AMT
+$3.51M
5
INTC icon
Intel
INTC
+$1.52M

Top Sells

1
+$27.3M
2
+$24.4M
3
+$4.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.69M
5
AAPL icon
Apple
AAPL
+$1.54M

Sector Composition

1 Technology 5.17%
2 Financials 3.74%
3 Healthcare 2.8%
4 Industrials 2.78%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.64M 0.56%
52,601
+230
27
$8.43M 0.55%
41,299
+2,390
28
$8.12M 0.53%
38,322
-1,602
29
$7.85M 0.51%
65,498
-3,997
30
$7.83M 0.51%
24,817
-347
31
$7.65M 0.5%
35,729
+2,304
32
$7.55M 0.49%
37,818
-4,458
33
$7.38M 0.48%
34,018
-133
34
$7.23M 0.47%
53,368
+756
35
$7.13M 0.46%
9,453
+260
36
$7.12M 0.46%
41,861
+1,267
37
$7.01M 0.46%
524,880
+29,240
38
$6.82M 0.44%
2,925
+248
39
$6.54M 0.43%
26,568
-654
40
$6.48M 0.42%
98,005
+7,542
41
$6.12M 0.4%
27,629
42
$6.09M 0.4%
25,075
-4,897
43
$6.08M 0.4%
58,065
+10,368
44
$5.95M 0.39%
37,656
+4,103
45
$5.78M 0.38%
27,017
46
$5.65M 0.37%
40,202
+6,733
47
$5.55M 0.36%
73,758
+8,660
48
$5.42M 0.35%
149,523
+15,255
49
$5.38M 0.35%
11,300
-7
50
$5.2M 0.34%
88,853
+1,807
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