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
$1.54B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.63M
3
+$5M
4
AMT icon
American Tower
AMT
+$3.51M
5
INTC icon
Intel
INTC
+$1.52M

Top Sells

1
+$27.3M
2
+$24.4M
3
+$4.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.69M
5
AAPL icon
Apple
AAPL
+$1.54M

Sector Composition

1 Technology 5.17%
2 Financials 3.74%
3 Healthcare 2.8%
4 Industrials 2.78%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.95M 0.32%
19,441
+1,360
52
$4.75M 0.31%
22,970
-4,032
53
$4.35M 0.28%
57,275
+7,370
54
$4.1M 0.27%
62,616
+1,343
55
$3.96M 0.26%
27,578
+378
56
$3.95M 0.26%
24,997
+1,054
57
$3.9M 0.25%
42,905
+4,775
58
$3.67M 0.24%
150,930
+21,374
59
$3.65M 0.24%
15,406
-1,478
60
$3.6M 0.23%
65,183
61
$3.51M 0.23%
+14,697
62
$3.49M 0.23%
90,662
+7,260
63
$3.4M 0.22%
69,294
-1,491
64
$3.1M 0.2%
13,607
+1,317
65
$2.78M 0.18%
37,839
+5,139
66
$2.76M 0.18%
63,636
+3,927
67
$2.34M 0.15%
10,450
-194
68
$2.28M 0.15%
8,853
-848
69
$2.13M 0.14%
18,323
-2,774
70
$2.1M 0.14%
7,591
+31
71
$2.09M 0.14%
6,942
-72
72
$2.05M 0.13%
31,668
+2,199
73
$1.82M 0.12%
15,588
-229
74
$1.72M 0.11%
8,479
75
$1.7M 0.11%
46,865
+5,957
1 2
3
4 5