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
$494M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$7.38M
2 +$6.01M
3 +$3.12M
4
OEF icon
iShares S&P 100 ETF
OEF
+$1.64M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M

Top Sells

1 +$2.92M
2 +$2.04M
3 +$1.57M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$269K
5
BIDU icon
Baidu
BIDU
+$239K

Sector Composition

1 Technology 6.52%
2 Financials 4.75%
3 Communication Services 4.5%
4 Industrials 3.76%
5 Consumer Staples 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,362
77
-1,345
78
$0 ﹤0.01%
559,784
+21
79
-12,500