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
$1.78B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.04M
3
+$4.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.6M
5
BKNG icon
Booking.com
BKNG
+$3.66M

Top Sells

1
+$5.28M
2
+$3.58M
3
+$3.47M
4
GILD icon
Gilead Sciences
GILD
+$2.29M
5
AAPL icon
Apple
AAPL
+$2.26M

Sector Composition

1 Technology 6%
2 Financials 3.81%
3 Healthcare 2.81%
4 Industrials 2.76%
5 Consumer Discretionary 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.13%
5,631
+148
77
$2.31M 0.13%
4,075
-27
78
$2.28M 0.13%
21,582
79
$2.16M 0.12%
15,338
80
$2.13M 0.12%
14,700
-940
81
$2.01M 0.11%
6,872
82
$1.97M 0.11%
8,370
83
$1.71M 0.1%
10,819
84
$1.61M 0.09%
25,340
-355
85
$1.59M 0.09%
9,171
+461
86
$1.58M 0.09%
9,271
-197
87
$1.56M 0.09%
7,112
-291
88
$1.4M 0.08%
22,803
+1,135
89
$1.31M 0.07%
2,612
+112
90
$1.27M 0.07%
7,422
-150
91
$1.15M 0.06%
3,851
+728
92
$981K 0.06%
8,435
-233
93
$915K 0.05%
30,898
94
$898K 0.05%
8,750
-4
95
$850K 0.05%
20,769
96
$816K 0.05%
3,690
97
$804K 0.05%
2,631
+158
98
$786K 0.04%
5,807
99
$763K 0.04%
7,676
100
$757K 0.04%
7,291
2 3
4
5 6