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
$658M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.93M
3
+$4.65M
4
DIS icon
Walt Disney
DIS
+$3.67M
5
AMZN icon
Amazon
AMZN
+$2.47M

Top Sells

1
+$3.16M
2
+$3M
3
+$2.58M
4
APC
Anadarko Petroleum
APC
+$1.72M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.6M

Sector Composition

1 Communication Services 5.63%
2 Technology 4.33%
3 Financials 3.84%
4 Consumer Staples 3.36%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22K ﹤0.01%
20,000
77
– –
-33,000
78
– –
-59,988
79
– –
-48,965
80
– –
-35,438
81
– –
-45,621
82
– –
-10,402
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4