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
126
$230K 0.02%
1,194
-27
127
$229K 0.01%
+1,436
128
$226K 0.01%
+1,187
129
$225K 0.01%
3,654
130
$224K 0.01%
636
-54
131
$221K 0.01%
+5,663
132
$218K 0.01%
+2,571
133
$215K 0.01%
3,299
-829
134
$214K 0.01%
1,970
-1,324
135
$210K 0.01%
2,232
-1,172
136
$210K 0.01%
+1,775
137
$205K 0.01%
+885
138
$192K 0.01%
12,500
139
$83K 0.01%
+500
140
– –
-13,484
141
– –
-1,413
142
– –
-1,138
143
– –
-10,195
144
– –
-2,550
145
– –
-631
146
– –
-220,205
147
– –
-4,936
148
– –
-5,175
149
– –
-2,841
150
– –
-564
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