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
$656M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$22M
2 +$1.71M
3 +$887K
4
AAPL icon
Apple
AAPL
+$141K
5
DIS icon
Walt Disney
DIS
+$106K

Top Sells

1 +$19.1M
2 +$3.66M
3 +$3.57M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$545K
5
PG icon
Procter & Gamble
PG
+$395K

Sector Composition

1 Communication Services 6.14%
2 Technology 3.84%
3 Financials 3.57%
4 Industrials 3.46%
5 Healthcare 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-267,805