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
$1.59B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.3M
3
+$11.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.14M
5
ADBE icon
Adobe
ADBE
+$5.73M

Top Sells

1
+$52M
2
+$14.1M
3
+$11.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$9.78M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.77M

Sector Composition

1 Technology 4.4%
2 Financials 2.9%
3 Communication Services 2.79%
4 Healthcare 2.75%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.39M 0.34%
444,290
+7,690
52
$5.39M 0.34%
57,125
-48
53
$5.32M 0.33%
20,054
-598
54
$5.22M 0.33%
169,140
+8,130
55
$5.14M 0.32%
91,495
-2,268
56
$4.78M 0.3%
11,888
-41
57
$4.73M 0.3%
39,086
-612
58
$4.29M 0.27%
27,248
-848
59
$4.06M 0.26%
101,539
+2,783
60
$3.96M 0.25%
55,929
-888
61
$3.9M 0.25%
23,522
-694
62
$3.9M 0.25%
28,747
+514
63
$3.88M 0.24%
21,630
-629
64
$3.54M 0.22%
23,836
-717
65
$3.53M 0.22%
136,821
-7,356
66
$3.46M 0.22%
99,305
+5,258
67
$3.41M 0.21%
15,875
-359
68
$3.35M 0.21%
14,595
-498
69
$3.01M 0.19%
77,512
+1,734
70
$2.85M 0.18%
149,080
-23,743
71
$2.65M 0.17%
12,791
-23
72
$2.62M 0.16%
13,252
+94
73
$2.54M 0.16%
91,983
-9,141
74
$2.37M 0.15%
47,353
-1,038,278
75
$2.37M 0.15%
167,982
-9
1 2
3
4 5