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
$625M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$22.6M
3
+$4.48M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.77M
5
AAPL icon
Apple
AAPL
+$2.71M

Top Sells

1
+$3.69M
2
+$2.7M
3
+$2.44M
4
AMZN icon
Amazon
AMZN
+$2.28M
5
GILD icon
Gilead Sciences
GILD
+$498K

Sector Composition

1 Communication Services 5%
2 Technology 4.61%
3 Financials 3.62%
4 Healthcare 3.24%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.04%
2,545
77
$216K 0.03%
+13,858
78
$23K ﹤0.01%
20,000
79
– –
-1
80
– –
-2,012
81
– –
-18,571
82
– –
-74,461
83
– –
-139,950
1 2 3
4