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
$625M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.6M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.77M
5
AAPL icon
Apple
AAPL
+$2.71M

Top Sells

1
+$3.69M
2
+$2.7M
3
+$2.44M
4
AMZN icon
Amazon
AMZN
+$2.28M
5
GILD icon
Gilead Sciences
GILD
+$498K

Sector Composition

1 Communication Services 5%
2 Technology 4.61%
3 Financials 3.62%
4 Healthcare 3.24%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.4%
+27,639
52
$2.26M 0.36%
16,849
-630
53
$2.17M 0.35%
11,637
54
$2.13M 0.34%
35,315
+1,241
55
$1.83M 0.29%
18,572
+36
56
$1.72M 0.28%
26,012
+418
57
$890K 0.14%
6,421
+811
58
$831K 0.13%
5,746
+10
59
$718K 0.11%
14,505
-3,000
60
$679K 0.11%
12,639
61
$559K 0.09%
20,724
-1,200
62
$470K 0.08%
3,591
63
$427K 0.07%
+15,427
64
$373K 0.06%
4,198
65
$367K 0.06%
33,000
66
$332K 0.05%
7,642
-651
67
$309K 0.05%
5,512
-649
68
$302K 0.05%
11,527
+1,000
69
$271K 0.04%
5,137
-75
70
$268K 0.04%
6,004
71
$264K 0.04%
5,175
-675
72
$264K 0.04%
+4,640
73
$263K 0.04%
8,028
74
$256K 0.04%
8,800
+800
75
$234K 0.04%
2,650
+250
1 2
3
4