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
$494M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.01M
3
+$3.12M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M

Top Sells

1
+$2.92M
2
+$2.04M
3
+$1.57M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$269K
5
BIDU icon
Baidu
BIDU
+$239K

Sector Composition

1 Technology 6.52%
2 Financials 4.75%
3 Communication Services 4.5%
4 Industrials 3.76%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.47%
32,918
+587
52
$2.01M 0.41%
11,637
53
$1.56M 0.32%
33,103
-3,000
54
$1.56M 0.32%
15,974
+2,924
55
$1.51M 0.31%
67,224
-5,187
56
$1.29M 0.26%
22,005
+50
57
$900K 0.18%
15,226
58
$623K 0.13%
5,577
+25
59
$623K 0.13%
24,956
-2,128
60
$523K 0.11%
5,334
61
$511K 0.1%
6,953
+629
62
$427K 0.09%
3,401
+465
63
$420K 0.09%
8,824
+179
64
$342K 0.07%
4,398
-155
65
$315K 0.06%
7,162
-125
66
$287K 0.06%
5,663
67
$285K 0.06%
5,850
68
$261K 0.05%
2,585
+40
69
$252K 0.05%
8,000
70
$246K 0.05%
5,699
-139
71
$241K 0.05%
5,376
-65,046
72
$231K 0.05%
2,460
-280
73
$221K 0.04%
2,514
+148
74
$219K 0.04%
+40,000
75
$79K 0.02%
75,000
1 2
3
4