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

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
101
$863K 0.05%
+26,911
102
$729K 0.05%
12,451
-84,694
103
$692K 0.04%
30,898
104
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105
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-72,078
106
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6,986
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107
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8,466
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108
$636K 0.04%
10,819
109
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+54,348
110
$610K 0.04%
21,974
111
$604K 0.04%
3,690
112
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3,193
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113
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9,071
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114
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2,386
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115
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2,176
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116
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2,478
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117
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7,539
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120
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5,312
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121
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5,748
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122
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27,189
123
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4,998
-123,055
124
$396K 0.02%
2,908
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125
$392K 0.02%
10,068