SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.2M
3
+$2.86M
4
LNKD
LinkedIn Corporation
LNKD
+$2.79M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.37M

Top Sells

1
+$2.84M
2
+$1.82M
3
+$1.41M
4
NKE icon
Nike
NKE
+$1.4M
5
IBM icon
IBM
IBM
+$403K

Sector Composition

1 Technology 5.85%
2 Communication Services 5.04%
3 Financials 4.41%
4 Industrials 3.75%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.47%
30,263
-2,655
52
$2.43M 0.46%
17,565
53
$2.4M 0.45%
11,637
54
$1.91M 0.36%
18,804
+2,830
55
$1.58M 0.3%
63,624
-3,600
56
$1.5M 0.28%
24,695
+2,690
57
$1.44M 0.27%
30,103
-3,000
58
$937K 0.18%
15,056
-170
59
$656K 0.12%
24,956
60
$642K 0.12%
5,577
61
$505K 0.1%
6,953
62
$463K 0.09%
4,594
-740
63
$433K 0.08%
3,401
64
$407K 0.08%
8,320
-504
65
$354K 0.07%
4,398
66
$348K 0.07%
40,000
67
$325K 0.06%
7,162
68
$271K 0.05%
+7,473
69
$268K 0.05%
5,850
70
$267K 0.05%
2,585
71
$267K 0.05%
5,566
-133
72
$249K 0.05%
8,000
73
$249K 0.05%
+6,000
74
$239K 0.05%
2,400
-60
75
$230K 0.04%
2,514
1 2
3
4