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
$1.54B
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.63M
3
+$5M
4
AMT icon
American Tower
AMT
+$3.51M
5
INTC icon
Intel
INTC
+$1.52M

Top Sells

1
+$27.3M
2
+$24.4M
3
+$4.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.69M
5
AAPL icon
Apple
AAPL
+$1.54M

Sector Composition

1 Technology 5.17%
2 Financials 3.74%
3 Healthcare 2.8%
4 Industrials 2.78%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.1%
5,134
+25
77
$1.57M 0.1%
15,140
-1,020
78
$1.5M 0.1%
28,034
+27
79
$1.45M 0.09%
4,110
-93
80
$1.31M 0.09%
21,640
-4,412
81
$1.28M 0.08%
24,829
-526
82
$1.21M 0.08%
3,242
-523
83
$1.05M 0.07%
7,119
-787
84
$1.03M 0.07%
4,644
+1,938
85
$1.03M 0.07%
7,746
-268
86
$927K 0.06%
9,698
87
$924K 0.06%
7,758
-148
88
$918K 0.06%
2,878
-113
89
$821K 0.05%
3,212
+1,016
90
$721K 0.05%
7,676
-1,410
91
$710K 0.05%
10,123
-551
92
$693K 0.05%
3,741
93
$688K 0.04%
6,353
-139
94
$663K 0.04%
1,732
-265
95
$615K 0.04%
2,531
-304
96
$597K 0.04%
+4,898
97
$531K 0.03%
2,411
-225
98
$504K 0.03%
3,224
99
$441K 0.03%
2,912
-144
100
$432K 0.03%
1,325
-120
2 3
4
5 6