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
$614M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$6M
3
+$3.03M
4
APC
Anadarko Petroleum
APC
+$2.83M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.09M

Top Sells

1
+$20.3M
2
+$3.3M
3
+$2.12M
4
AAPL icon
Apple
AAPL
+$1.15M
5
DIS icon
Walt Disney
DIS
+$926K

Sector Composition

1 Communication Services 5.37%
2 Technology 4.43%
3 Financials 3.96%
4 Consumer Staples 3.54%
5 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.46%
+34,188
52
$2.65M 0.43%
17,479
-46
53
$2.58M 0.42%
18,641
+1,184
54
$2.13M 0.35%
11,637
55
$1.99M 0.32%
18,551
+147
56
$1.96M 0.32%
801
+792
57
$1.81M 0.29%
24,920
58
$1.2M 0.19%
20,902
-3,086
59
$841K 0.14%
5,552
-545
60
$826K 0.13%
5,384
-456
61
$807K 0.13%
13,175
62
$625K 0.1%
21,924
-1,420
63
$539K 0.09%
3,591
-30
64
$430K 0.07%
5,827
-105
65
$407K 0.07%
4,198
-230
66
$403K 0.07%
9,112
+1,950
67
$395K 0.06%
8,123
-883
68
$328K 0.05%
5,850
69
$324K 0.05%
6,102
-264
70
$322K 0.05%
8,028
71
$270K 0.04%
9,831
-1,181
72
$263K 0.04%
2,545
-40
73
$260K 0.04%
2,400
-38
74
$256K 0.04%
8,000
-68
75
$236K 0.04%
2,139
-168
1 2
3
4