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
$1.78B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.04M
3
+$4.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.6M
5
BKNG icon
Booking.com
BKNG
+$3.66M

Top Sells

1
+$5.28M
2
+$3.58M
3
+$3.47M
4
GILD icon
Gilead Sciences
GILD
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 6%
2 Financials 3.81%
3 Healthcare 2.81%
4 Industrials 2.76%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.58%
35,711
-485
27
$9.95M 0.56%
39,137
-331
28
$9.19M 0.52%
26,095
-599
29
$9.19M 0.52%
65,291
-289
30
$9.18M 0.51%
53,639
-303
31
$9.16M 0.51%
27,225
-10,309
32
$8.92M 0.5%
38,005
+70
33
$8.84M 0.5%
54,046
+162
34
$8.78M 0.49%
40,945
-374
35
$8.32M 0.47%
9,088
-26
36
$8.09M 0.45%
25,441
37
$8.05M 0.45%
51,960
+631
38
$7.96M 0.45%
77,124
+512
39
$7.92M 0.44%
104,267
+1,324
40
$7.82M 0.44%
40,460
-119
41
$7.5M 0.42%
63,930
+78
42
$7.49M 0.42%
28,022
+496
43
$7.42M 0.42%
36,845
+15,988
44
$7.42M 0.42%
143,975
-2,023
45
$7.37M 0.41%
35,357
+265
46
$7.04M 0.39%
27,629
47
$7.01M 0.39%
105,767
+1,052
48
$6.89M 0.39%
30,471
+3,494
49
$6.77M 0.38%
62,743
+12,451
50
$5.79M 0.32%
11,179
-12
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2
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