SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.84B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
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
126
$384K 0.02%
13,600
127
$378K 0.02%
8,649
+1,432
128
$359K 0.02%
5,045
+684
129
$355K 0.02%
4,124
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130
$344K 0.02%
2,899
-138
131
$342K 0.02%
1,822
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132
$340K 0.02%
15,297
-616
133
$334K 0.02%
16,922
-888
134
$327K 0.02%
1,446
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135
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12,263
-28
136
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4,251
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137
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8,164
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138
$295K 0.02%
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139
$279K 0.02%
6,932
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140
$274K 0.02%
+12,025
141
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996
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142
$250K 0.02%
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143
$242K 0.02%
3,224
144
$242K 0.02%
851
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145
$241K 0.02%
73,575
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146
$223K 0.01%
1,441
-31
147
$222K 0.01%
2,469
148
$211K 0.01%
781
-79
149
$208K 0.01%
1,612
150
$203K 0.01%
3,482
3 4 5
6
7