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
101
$406K 0.03%
7,936
-429
102
$399K 0.03%
1,756
103
$392K 0.03%
6,018
104
$390K 0.03%
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105
$384K 0.03%
1,712
+17
106
$370K 0.02%
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107
$369K 0.02%
14,571
-439
108
$354K 0.02%
2,504
-158
109
$320K 0.02%
2,510
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110
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1,423
-157
111
$313K 0.02%
1,550
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112
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113
$296K 0.02%
622
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114
$293K 0.02%
3,298
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115
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3,696
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116
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5,006
-19,054
117
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118
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119
$264K 0.02%
2,469
120
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121
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+4,822
122
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4,865
123
$242K 0.02%
810
-55
124
$237K 0.02%
+7,254
125
$230K 0.02%
3,640
+138
2 3 4
5
6