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
$773M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$72.7M
2
+$11.1M
3
+$4.04M
4
AMT icon
American Tower
AMT
+$3.67M
5
BLK icon
Blackrock
BLK
+$3.16M

Top Sells

1
+$85.8M
2
+$4.56M
3
+$4.29M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.37M
5
DJCO icon
Daily Journal
DJCO
+$1.76M

Sector Composition

1 Communication Services 3.93%
2 Financials 3.69%
3 Technology 3.35%
4 Industrials 3.12%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.04%
+6,443
77
$259K 0.03%
+2,944
78
$256K 0.03%
1,448
-2,103
79
$250K 0.03%
1
80
$233K 0.03%
1,728
-83
81
$231K 0.03%
1,956
82
$225K 0.03%
1,636
-532
83
$221K 0.03%
+4,000
84
$213K 0.03%
4,785
-1,026
85
$207K 0.03%
1,787
-39
86
$53K 0.01%
+19,000
87
$31K ﹤0.01%
20,000
88
– –
-4,427
89
– –
-8,508
90
– –
-3,291
91
– –
-5,289
92
– –
-2,769
1 2 3
4