SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.87B
1-Year Est. Return 16.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$531M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$3.01M
3
+$2.87M
4
LNKD
LinkedIn Corporation
LNKD
+$2.63M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.29M

Top Sells

1
+$2.84M
2
+$1.62M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.29M
5
IBM icon
IBM
IBM
+$419K

Sector Composition

1 Technology 5.85%
2 Communication Services 5.04%
3 Financials 4.41%
4 Industrials 3.75%
5 Consumer Staples 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$215K 0.04%
5,563
-100
77
$203K 0.04%
+1,197
78
$201K 0.04%
+3,641
79
$99K 0.02%
75,000
80
– –
-49,576
81
– –
-5,376
82
$0 ﹤0.01%
560,166
+382
1 2 3
4