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
126
$332K 0.02%
3,599
-115
127
$332K 0.02%
1,911
128
$327K 0.02%
2,444
-118
129
$314K 0.02%
803
+69
130
$306K 0.02%
1,894
-500
131
$303K 0.02%
1,350
132
$287K 0.02%
+2,701
133
$286K 0.02%
5,158
134
$284K 0.02%
2,469
135
$281K 0.02%
+4,701
136
$277K 0.02%
3,526
137
$269K 0.02%
3,509
138
$258K 0.01%
3,002
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139
$257K 0.01%
4,128
-7
140
$255K 0.01%
541
+31
141
$249K 0.01%
1,102
-22
142
$249K 0.01%
3,482
-111
143
$242K 0.01%
4,809
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144
$238K 0.01%
1,436
145
$235K 0.01%
4,865
146
$235K 0.01%
4,359
147
$233K 0.01%
344
148
$232K 0.01%
1,392
149
$231K 0.01%
2,761
150
$226K 0.01%
2,383
3 4 5
6
7