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
$658M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.93M
3
+$4.65M
4
DIS icon
Walt Disney
DIS
+$3.67M
5
AMZN icon
Amazon
AMZN
+$2.47M

Top Sells

1
+$3.16M
2
+$3M
3
+$2.58M
4
APC
Anadarko Petroleum
APC
+$1.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.6M

Sector Composition

1 Communication Services 5.63%
2 Technology 4.33%
3 Financials 3.84%
4 Consumer Staples 3.36%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.31%
19,523
+162
52
$1.77M 0.27%
26,083
+71
53
$967K 0.15%
6,136
+340
54
$834K 0.13%
5,759
+303
55
$682K 0.1%
11,019
-4,517
56
$600K 0.09%
20,724
57
$564K 0.09%
5,420
+1,632
58
$483K 0.07%
8,744
-3,895
59
$477K 0.07%
3,756
+80
60
$470K 0.07%
8,192
-3,000
61
$470K 0.07%
8,693
+540
62
$421K 0.06%
6,675
+486
63
$346K 0.05%
5,175
64
$343K 0.05%
5,371
+1,939
65
$312K 0.05%
+2,341
66
$307K 0.05%
5,137
67
$296K 0.05%
7,228
+1,155
68
$283K 0.04%
9,927
-900
69
$270K 0.04%
2,142
+241
70
$266K 0.04%
5,142
71
$263K 0.04%
8,346
+346
72
$237K 0.04%
2,545
73
$213K 0.03%
+1
74
$211K 0.03%
2,650
75
$211K 0.03%
+3,285
1 2
3
4