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
$1.78B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.04M
3
+$4.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.6M
5
BKNG icon
Booking.com
BKNG
+$3.66M

Top Sells

1
+$5.28M
2
+$3.58M
3
+$3.47M
4
GILD icon
Gilead Sciences
GILD
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 6%
2 Financials 3.81%
3 Healthcare 2.81%
4 Industrials 2.76%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.59M 0.31%
28,899
-116
52
$5.57M 0.31%
26,956
-595
53
$5.45M 0.31%
22,584
+437
54
$5.43M 0.3%
68,361
+7,675
55
$5.21M 0.29%
51,840
+471
56
$5.18M 0.29%
128,471
+30,168
57
$5.08M 0.29%
91,446
58
$4.83M 0.27%
228,119
+46,865
59
$4.71M 0.26%
24,970
+331
60
$4.49M 0.25%
15,344
+104
61
$4M 0.22%
14,427
+2
62
$3.98M 0.22%
77,870
+1,080
63
$3.92M 0.22%
75,778
64
$3.83M 0.22%
15,192
+115
65
$3.76M 0.21%
63,878
+520
66
$3.62M 0.2%
14,423
+299
67
$3.39M 0.19%
178,518
+6
68
$3.12M 0.18%
78,570
+13,134
69
$3.09M 0.17%
7,444
+81
70
$2.83M 0.16%
57,985
+29,775
71
$2.81M 0.16%
8,762
72
$2.8M 0.16%
36,579
+395
73
$2.71M 0.15%
10,230
74
$2.7M 0.15%
138,886
75
$2.5M 0.14%
64,245
+10,785
1 2
3
4 5