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
$1.59B
AUM Growth
-$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$13.3M
3
+$11.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.14M
5
ADBE icon
Adobe
ADBE
+$5.73M

Top Sells

1
+$52M
2
+$14.1M
3
+$11.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$9.78M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.77M

Sector Composition

1 Technology 4.4%
2 Financials 2.9%
3 Communication Services 2.79%
4 Healthcare 2.75%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.1M 0.13%
8,171
-9
77
$2.01M 0.13%
8,367
-72
78
$1.96M 0.12%
4,147
-160
79
$1.86M 0.12%
15,367
80
$1.8M 0.11%
128,046
-38,308
81
$1.66M 0.1%
7,757
82
$1.65M 0.1%
21,246
-45
83
$1.64M 0.1%
5,943
+26
84
$1.61M 0.1%
3,185
-24
85
$1.6M 0.1%
+68,442
86
$1.49M 0.09%
+32,170
87
$1.42M 0.09%
6,872
88
$1.21M 0.08%
7,825
-366
89
$1.21M 0.08%
10,141
90
$1.15M 0.07%
+51,256
91
$1.1M 0.07%
8,914
-378
92
$1.07M 0.07%
7,955
-204
93
$1.04M 0.07%
11,597
-12,728
94
$988K 0.06%
11,312
-56
95
$972K 0.06%
5,983
-253
96
$965K 0.06%
24,122
+109
97
$956K 0.06%
21,549
-1,739
98
$936K 0.06%
6,976
+718
99
$935K 0.06%
3,501
-221
100
$911K 0.06%
7,837
-8
2 3
4
5 6